Peter Mallouk's Predictions for Advisors, Firms and the Markets in 2024
By Janet LevauxThe Creative Planning CEO also shares his resolution for this year and what most surprised him in 2023.
December 28, 2023
What's Next for ETFs in 2024: VettaFi's RosenbluthLook for continued growth in actively managed solutions in the investment space, the researcher says.
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 21, 2023
'Wolf of Wall Street' Jordan Belfort's New Investment Pitch Is ... Indexing?The ex-broker doesn't mince words on the SEC or the "Fee Machine Complex" but praises financial planners.
December 20, 2023
Alicia Munnell Praises DOL Rollover Rule, Blasts New Social Security 2100 ActThe CRR director once supported the long-debated bill but says a newly added provision would "cause chaos."
December 18, 2023
Advisors, Prepare to Battle for Clients and EmployeesThe wealth management business is morphing from a "genteel club" to a "jungle," prognosticator Mark Hurley tells ThinkAdvisor.
December 18, 2023
Irrevocable Trusts: More Revocable Than You Might ThinkAn increasing number of wealthy families are looking to amend these trusts, Scott Small says.