Advisors Outsourcing Investment Management See Stronger Relationships, Growth Prospects: Study
By Dinah Wisenberg BrinThey also report an improved ability to serve high-net-worth clients, according to AssetMark research.
July 30, 2026
One Group of Private Assets Is on the Cusp of Significant Growth: CerulliThis trend underscores the need for firms to develop strategic partnerships to attract advisor-intermediated assets, research finds.
July 30, 2026
Mortgage Rates Rise to 6.66%, Highest Level in a YearThe average for a 30-year fixed loan increased to 6.66% from 6.58% a week earlier, Freddie Mac said.
July 30, 2026
Long-Term Care Insurance Premiums FallThe cost of benefits linked to a life insurance policy is holding steady, according to a new AALTCI report.
July 30, 2026
Q2 Sales of Traditional Variable Annuities Rose 25%Retirement savers were willing to face more volatility for a chance to earn higher returns, according to LIMRA data.
July 30, 2026
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As Retiree Healthcare Costs Keep Rising, Planning Ahead Can HelpOlder clients will spend 7.5% more on this expense in 2026 compared to 2025, a Fidelity study finds.
July 30, 2026
Jeffrey Gundlach: Passive Investing a 'Trap' Amid Huge Tech IPOsInvestors choosing the passive approach should prioritize equal-weighted indexes, Gundlach suggests.
July 30, 2026
Mercer Debuts New Version of AI-Powered EcosystemAspen 2.0 is now deployed across the RIA's more than 1,100 wealth professionals.