Does the ‘Plain Vanilla’ 60/40 Portfolio Really Need More Flavor?
By Dinah Wisenberg BrinA U.S. stock/bond mix has outperformed more diversified blends, but some advisors prefer to spice it up.
May 07, 2025
9 Services Ultra-Wealthy Clients WantA large share of the wealthiest investors have needs that advisors aren't meeting, a CEG report finds.
May 07, 2025
Life Insurance 'Will Not Be a Pay-For' for Tax Bill, Finseca Tells CongressA group for high-end wealth advisors is lobbying for stability in estate tax rules but not for repeal.
May 07, 2025
Diamond Consultants Has a New CEOLouis Diamond takes on the role as Mindy Diamond becomes chair of the recruiting firm.
May 07, 2025
SALT Republicans Have to Accept ‘Unhappy’ Deal, GOP Chair WarnsThere will be a boost to the $10,000 cap on this deduction, but not as much as some states want.
May 06, 2025
Senate Confirms Bisignano as Social Security CommissionerHouse Ways and Means Chairman Jason Smith said he will work with Bisignano to strengthen Social Security.
May 06, 2025
How Clients Can Maximize College Financial AidThink wealthy clients can afford to ignore college planning? Think again.