7 Ways the New House Spending Package Could Affect Older Clients
By Allison BellIt could chase away ghost doctors and support high-tech cancer blood tests.
December 17, 2024
Opto Investments Adds Private Markets Planner FeatureThe new planning tool can help advisors set clients' private investment allocations, the firm says.
December 17, 2024
CFP Board Seeks Feedback on Competency StandardsProposed changes include the education, experience, examination and continuing education requirements.
December 17, 2024
What's Ahead for Annuities in 2025Certain annuities could be "a great option" to avoid anxiety and market timing, says Principal Financial's Sri Reddy.
December 17, 2024
Jeremy Siegel: Big Tech Stocks' Reign Could End in JanuaryThe economist suggests rebalancing to other market sectors in early 2025.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 17, 2024
Mutual Fund Conversions Hit Record in ETF Industry’s Epic YearAs demand for the ETF structure gains traction, 55 funds make the conversion — more than triple from 2021.
December 17, 2024
7 Trends in Art Investing by the WealthyCollecting provides high-net-worth clients with an opportunity to further diversify their portfolios.