A new study shows how intra-family loans can be dicey, but financial advisors often get dragged in anyway.
Wealth managers see a potential rebound in REITs after a disappointing 2024, but only if interest rates cooperate.
Wall Street analysts are focusing on earnings and AI this week. But RIAs never stop assessing new technologies.
A new AI competitor is making waves on Wall Street, but Street strategists say it won't kill the long term bull market.
Financial advisors generally agree with a recent survey of economists that the odds of a recession in 2025 remain small.
Commodity investments were among the biggest winners in 2024, but advisors remain wary of owning them in client portfolios.
An aging workforce and stubborn inflation will have plan sponsors focusing on income and emergencies in the coming year.
Experts say RIAs better keep a close eye on their communications, as well as cybersecurity, in the coming year.
Younger generations are increasingly hiring advisors based on digital marketing rather than referrals, a recent study found.
RIAs grew more optimistic after the November election, but inflation concerns are keeping them clear-eyed, a study says.
