Category: Investment News

Advisors encourage tax-conscious moves and downside protection more often in 2025, yet only about one-third discuss Medicaid or long-term care with clients.

The latest CPI data, a key inflation metric, came in in line with expectations Wednesday, but rising energy costs from the Iran conflict are casting […]

Discover five indicators financial advisors can use to assess whether their practice is ready to grow and how LPL Financial can help.

Report shows strong hiring plans, AI investment and looming wealth transfers among founders.

Independent RIAs have become the fastest-growing advisor channel as consolidators, equity incentives, and tax-efficient deal structures reshape recruiting – and expose growing tensions around career […]

Wealth managers say the longer the Iran war goes on, the greater the risk to the market. Here’s what they are watching.

Trump signals possible de-escalation while a now-deleted post from Washington jolts crude markets.

But the firm claims the deals it sold are sound and should be separated as the court proceeds.

With more outside backers rushing into the RIA space, the upside depends on how clearly sellers can deploy primary capital to grow, not just take […]

Millions of Mercer client records were allegedly exposed by ShinyHunters, which also targeted Beacon Pointe Advisors and Pathstone Family Office.

The targeted federal tax, projected to raise $4.4 trillion over a decade, is being floated as a similar motion aimed at wealthy individuals in California […]

Meanwhile, &Partners lures another Wells Fargo team in upstate New York, and Summitry expands in California with a new $721 million partner firm.