Big Tech Is Making Index Funds Riskier. Here's What Advisors Can Do.
By John O’ConnellAs tech stocks present growing concentration risk, students of history should recognize that market leadership can shift rapidly.
December 12, 2024
SEI Acquires LifeYield to Boost UMA CapabilitiesThe Boston-based firm provides technology that enables tax-efficient investing at significant scale.
December 12, 2024
Conference Certification Firm Choir to Shut Down at Year-EndThe firm cited "a significant drop in industry demand for diversity initiatives."
December 12, 2024
Senate OKs Bipartisan Bill That Might Help Older Clients With TechOlder Americans Act reauthorization passed unanimously, and President Biden has just signed a dementia data bill.
December 12, 2024
15 RIA Jobs and What They Pay: 2024A new Schwab report breaks down RIA compensation in a wide range of roles.
December 12, 2024
UBS Reorganizes U.S. Wealth Management Unit in Growth PushThe structure of wealth advisors in the U.S. will move from two divisions to four regional units.
December 12, 2024
Nearly Half of Gen Xers Have Done No Retirement Planning: SurveyJust 14% of Americans between 44 and 59 say their savings are on track, according to Schroders’ research.
December 12, 2024
Meet the 2024 Luminaries WinnersThe honorees were acknowledged on stage Wednesday at the Fontainebleau Las Vegas.