Americans stay the course on 401(k) savings despite inflation fears
Few feel confident that they will meet their retirement goals.
What advisors need to know about SECURE 2.0’s impact on retirement income planning
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
EToro to tokenize US stocks on Ethereum network for 24/7 trading
Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a…
Advisors object to canceled Schwab letter targeting high-net-worth RIA clients
Schwab canceled a planned campaign promoting in-house services to investors with $1 million or more in Schwab retail accounts, following…
GTCR to acquire FMG Suite, expanding its wealth tech portfolio
The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise…
$29B Lido Advisors expands in Utah with Olympus Wealth Management
The privately backed RIA’s newest partner firm brings $850 million in assets while giving it a new foothold in the…
Bluerock interval fund could trade at ‘substantial discount’ after it lists, company says
At the end of May, the Bluerock Total Income + Real Estate Fund said the net asset value, or NAV,…
Annuities hit new $223B high in H1 2025, LIMRA says
The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.
Advisors getting to work now that Trump’s OBBBA is finally on the books
Trump’s Big Beautiful Act includes a number of estate planning and tax deductions wealth managers are now sorting through for…
Even top earners are falling behind on credit card and car payments
Surging delinquencies on such consumer debt, as well as problems in the housing market, raise the stakes for the Fed’s…