FIRED: Fed governor Lisa Cook dismissed immediately as Trump claims ‘sufficient cause’
Cook’s lawyers vow to fight back as White House publishes president’s letter.
From SEO to GEO: How advisors can be discoverable in the age of AI
Google still dominates search, but advisors are shifting to “generative engine optimization” to stay visible on AI search platforms such…
Advisors redefine income strategies amid market complexity, Nasdaq survey reveals
ETFs are playing a larger role and taking center stage.
Why Trump’s tax megabill brings new wrinkles — and opportunities — for Roth IRA conversions
The recently enacted OBBBA makes lower tax rates “permanent,” though other provisions could still make earlier Roth conversions appealing under…
‘The alternatives space is not what it was 20 years ago’
Third-generation firm leader and managing director at Schechter Investment Advisors shares growth outlook for the RIA space, how he knew…
Life insurance linked to greater financial confidence: Corebridge
Americans with life insurance coverage are far more likely to feel assured of their loved ones’ future, though myths and…
BofA, UBS see small-cap outperformance as Powell turns dovish
Bank strategists cite growing optimism following Jackson Hole remarks, though earnings, sales trends, and tariff risks could make or break…
How can independent advisors achieve sustainable growth?
With 70% flagging organic growth as a priority, report highlights pain points and strategies for independent advisors to expand their…
University endowments under pressure are rethinking investment strategies, Cerulli says
Mounting regulatory pressures and proposed taxes are putting a strain on higher education institutions, forcing renewed focus on liquidity management…
Hassett sees Fed chair pick taking ‘another few months’
The National Economic Council Director said “a thorough search process” is underway as Jerome Powell’s term is set to expire…