Wirehouse Veteran Sees Risk to Clients in RIA 'Behemoths'
By Jane Wollman RusoffMega-RIAs could lose what makes them different from wirehouses, Segment Wealth CEO Gil Baumgarten says.
July 17, 2024
Alts 'Should Be Core' in Most Portfolios: Merrill Investment ExecThe firm now offers alts to clients with at least $1 million in assets, Nancy Fahmy tells ThinkAdvisor.
July 16, 2024
There's No Magic Retirement Number for Everyone: Wade PfauRules of thumb are helpful as far as they go, the retirement researcher suggests, but also can mislead.
July 15, 2024
Election Presents a 'Behavioral Trap' for InvestorsThinkAdvisor spoke with Morningstar's Daniel Noonan about how advisors should counsel clients as the election nears.
July 15, 2024
Beware of the 'Sexy Trade' as Economy Slows: DoubleLine's ShermanDoubleLine's deputy CIO discusses whether the economy has hit a "soft patch" or is headed for deeper trouble.
July 12, 2024
Research Affiliates CIO Raises Private Credit ConcernsQue Nguyen, the investment firm's head of equity strategies, also says AI could be in the early bubble stage.
July 09, 2024
Harry Dent: Huge Stock Market Crash Likely Within 10 MonthsThe S&P 500 could drop 87% and the Nasdaq more than 90%, the "Contrarian's Contrarian" tells ThinkAdvisor.
July 01, 2024
Stocks Trade 24/7 on Robinhood. Should NYSE, Nasdaq Follow Suit?Here's a breakdown of what's behind the growing demand for after-hours trading and whether regulators might approve such a move.