How to Talk to Clients Who Fear the End of the Bull Market
By Dave GilreathVolatility is back, but that doesn't mean a bear market is around the corner.
September 12, 2024
Hightower Backs $2.3B Florida Wealth FirmHightower, led by Bob Oros, now works with 140 advisory businesses.
September 12, 2024
Lawsuit: Schwab Let Scammers Drain Life Savings of 91-Year-Old CustomerSchwab ignored red flags and its own elder financial abuse guidance, the federal lawsuit alleges.
September 12, 2024
The Unavoidable Truth About Retirement Investing: Josh Brown"Take your risk today, or take it later," the CEO of Ritholtz Wealth Management tells ThinkAdvisor.
September 12, 2024
SEC Investor Advisory Committee Gets New Members, Tees Up 'Best Interest' DebateA panel will discuss when financial professionals are "investment advice fiduciaries"; six new members joined the committee.
September 12, 2024
Industry Groups Cheer T+1 as a SuccessFirms can now "make better use of their capital while promoting financial stability," SIFMA, ICI and DTC say.
September 12, 2024
How to Ask Clients and Friends for IntroductionsThere's an art to getting to know other people's friends.
September 11, 2024
FP Alpha Adds Automation Features to Estate Lab PlatformThe updates are timely in light of upcoming tax changes, CEO Andrew Altfest says.