Number of CFPs in U.S. Nears 99,000
In 2023, the number of certified financial planners hit 98,875 — a rise of nearly 4% from 2022, according to the...
life insurance
17 Good Funds for Long-Term Investors: Morningstar
Start Slideshow For investors whose portfolios are out of balance because of the long-running bond drought and large-growth rally, January...
Stop Asking for Referrals
What You Need to Know Most clients do not care how or what you get paid. They do not care...
8 Steps for a Smooth Internal Succession
Surveys consistently point out that most RIAs are not prepared or are underprepared for a succession in the event of...
Hightower Invests in $3B Wealth Manager in New York
Hightower has made a strategic investment in Capital Management Group of New York, a wealth management and financial planning firm...
SEC Approves Spot Bitcoin ETFs in Milestone for Digital Assets
U.S. regulators for the first time approved exchange-traded funds that invest directly in Bitcoin, a move heralded as a landmark...
Barbara Eden to Help Market Life Insurance Policy Appraisals
Barbara Eden, the actor who starred as a genie in “I Dream of Jeannie,” has agreed to grant the wish...
Ark's Cathie Wood Says SEC Hack Shouldn't Delay Bitcoin ETF Decision
“This is true scarcity evolving here,” she said, referring to Bitcoin’s capped supply of 21 million tokens. An approval would...
Gundlach: 12 Predictions for Stocks, Bonds, Economy in 2024
Start Slideshow DoubleLine Capital CEO Jeffrey Gundlach sees change and potential upheaval in 2024, including a likely U.S. economic downturn...
DOL Can't Put Fiduciary Duty on IRAs, ex-Labor Official Testifies
What You Need to Know ERISA lawyer Campbell, a former EBSA head, testified that the DOL doesn’t have the legal...
