Why the $5-10M market provides growth potential for advisors, financial institutions
New report reveals growing power of this cohort of almost 2 million households.
NASAA moves to let state RIAs use client testimonials, aligning with SEC rule
A new proposal could end the ban on promoting client reviews in states like California and Connecticut, giving state-registered advisors…
Could 401(k) plan participants gain from guided personalization?
Morningstar research data show improved retirement trajectories for self-directors and allocators placed in managed accounts.
UBS sees a net loss of 111 financial advisors in the Americas during the second quarter
Some in the industry say that more UBS financial advisors this year will be heading for the exits.
Capital Group, KKR eye first public-private equity fund in SEC filing
The $3 trillion investment manager is projecting an early 2026 launch for its blended strategy, which would put up to…
Will solar stocks shine in the wake of Trump’s One Big Beautiful Bill Act?
Wealth managers shed some light on the future of solar stocks now that the OBBBA has been enacted.
Fed holds rates steady; economists expect September may be a different story
“The rate-setting committee has set the stage to take action at the next meeting. If economic conditions weaken, the committee…
Divided Fed maintains interest rate hold for July as criticisms build
President Donald Trump, Treasury Secretary Scott Bessent, and two Federal Reserve governors have all raised concerns questioning the central bank’s…
JPMorgan reopens fight with fintechs, crypto over fees for customer data
The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.
The average retiree is facing $173K in health care costs, Fidelity says
Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say they…