According to Financial Planning, the Great Wealth Transfer is no longer a distant event—it’s happening now.

Addressing Investor Emotions – A Guide for Financial Advisors

In a media interview, discussing politics can be a slippery slope for asset managers. Learn to navigate such conversations effectively.

The folks over at FUSE Research have been digging into the latest ETF trends. Most recently they explored scalability in the industry.

The aging of the baby boomer generation, with a record number of Americans turning 65, signals a transformative era for financial advisors, highlighting an unprecedented opportunity in retirement and estate planning.

In January 2024, the mutual fund industry witnessed notable shifts, with total assets climbing to $25.66 trillion, marking a 0.6% increase. This upward trajectory is a reflection of the broader market dynamics and investor sentiment.

Since 2021, the Securities and Exchange Commission (SEC) has been cracking down on “greenwashing,” a practice some companies use to make their company or products appear more environmentally sound than they are, or that are more driven by sustainability measures than they really are.

Across the globe tremendous changes are taking place. From sustainability measures to the energy transition to the burgeoning role of AI.

To best reach clients and prospects, financial advisors need to know where investors prefer to get their information and how they prefer to digest it.

After a rollercoaster year like 2023 investors are looking to the experts for answers and direction.

The folks at Business Insider asked industry professionals what investment books they’re reading now – or plan to read this year. While the titles they recommend may not give away their strategies and “secret sauce,” they might give investors insights on navigating potential economic uncertainty in the days ahead.

Subscribers can read the full list.

Yes, Virginia, there is a Santa Claus - rally!

It seems you can’t turn on a radio or TV these days without hearing about Cryptocurrency.

Although it’s steadily gaining in popularity and becoming more mainstream, many remain leery. Morningstar recently posted an interview with Madeline Hume, Senior Researcher, author of Morningstar’s first Cryptocurrency Landscape Report.

During the interview Madeline debunked some of the myths surrounding cryptocurrency.