In Advisory Fees, the Future Is Flat, Facet Founder Argues
By Jane Wollman Rusoff"If you want to help the mass affluent, you have to rethink pricing," Anders Jones tells ThinkAdvisor.
February 20, 2024
Is It Time to Sell the 'Magnificent 7'? — Advisors' AdviceHave these popular tech stocks peaked? What's an investor to do? Here's what advisors are saying.
February 20, 2024
Growing Life and Annuity Distributor Seeks 'PhDs'For Jamie Prickett, Experior's chief executive, it's not doctorates but "poor, hungry and driven" agents who drive sales.
February 20, 2024
LPL Expands HNW Program, Drops Asset MinimumThe firm is eliminating a $5 million investable asset minimum for HNW specialty services.
February 20, 2024
IRS Collected $500M From Wealthy Tax CheatsThe agency also wants to boost in-person assistance this filing season, Commissioner Danny Werfel said.
February 20, 2024
South Carolina Man Sues Lincoln Over 1987 Tobacco Class ErrorRobert Stukes wants the company to return decades of extra premiums he paid after being mislabeled a smoker.
February 19, 2024
Goldman Lifts S&P 500 Target With Profit Optimism to Drive RallyStrategist David Kostin sees the index rising to 5,200 by year-end, implying a nearly 4% rise from Friday's close.
February 16, 2024
The Case for Cutting High Earners' Social Security BenefitsCato Institute scholar Romina Boccia weighs whether cuts to wealthy retirees' Social Security benefits could preserve the program.