Why RIAs Can't Ignore Direct Indexing in 2023
By John ManganaroThe use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.
December 12, 2022
6 Wirehouse Comp Trends to Watch in 2023Industry experts predict grid changes and a continued focus on team compensation for next year.
December 12, 2022
Here's the New 'Safe' Withdrawal Rate: MorningstarWhile still lower than the traditional 4% withdrawal assumption, the new figure is appreciably higher than the 2021 rate.
December 09, 2022
Top Money Managers See Double-Digit Stock Gains in 2023Bloomberg's survey finds 71% of fund managers expect equities to rise with an average anticipated gain of 10% next year.
December 08, 2022
Consumers Are Nervous. Is That Good for Annuities?F&G posted new data on consumer jitters. Jackson released (surprising) product ownership numbers.
December 06, 2022
9 New Annuity JokesWhen market volatility bugs you, it's time to nurture your inner toad.
December 05, 2022
How Mutual Fund Revenue Sharing Hurts Retirement SaversA new NBER paper finds strong evidence to suggest revenue sharing increases costs and lowers net-of-fee performance.
December 05, 2022
Stock Strategist Says We'll See 5% Inflation for the Next DecadeThe key factors that historically made it easy to achieve 2% yearly inflation are gone, explains StoneX Financial's Vincent Deluard.