2+ day, 2+ hour ago   (770+ words) Scott Kahan helped organize volunteer financial planning for victims' families after the terrorist attacks, launching a movement that continues today. Scott Kahan, the president of the New York-based firm Financial Asset Management Corporation, recalled arriving in San Diego for the…...

2+ day, 20+ hour ago   (634+ words) Advisors who ask women about their values help clients close the gap between purpose and implementation. Financial advisors often default to a prescriptive mode: Do this, don’t do that. Just sign here. It goes with the role. Clients have their…...

1+ week, 1+ day ago   (52+ words) Wealth Management Sights, sounds and insights from industry events and more. As cyber threats become more personalized and harder to detect, advisors need to think about security as both a protection strategy and a client trust issue. Sponsored by LPL…...

1+ week, 2+ day ago   (760+ words) Chair Paul Atkins argued the 2010 rule effectively suppressed political speech by advisors, which one consumer protection advocate called a "lie," saying it curbed corruption. The Securities and Exchange Commission is moving to rescind a rule overseeing when advisors may provide…...

1+ week, 3+ day ago   (748+ words) At a good hotel, the staff will respond quickly to requests for fresh towels or help with a malfunctioning air conditioner. In a great hotel, the difference in experience is palpable. A guest’s favorite drink might be waiting at check-in,…...

1+ week, 5+ day ago   (95+ words) What does it mean for their plans? America's relationship with government debt is what the psychologists call co-dependency. We can’t live with it; we can’t live without it. We know it cannot last forever, but we love the benefits of…...

2+ week, 5+ day ago   (271+ words) Can RPAs, wealth advisors and providers adapt? While the convergence of wealth and retirement at the workplace and eventually all benefits is reshaping the DC industry, the growth of retirement plans by these smaller businesses, many employing hourly workers, will…...

2+ week, 5+ day ago   (394+ words) The hybrid RIA's Scout program uses Claude AI to identify advisors nearing retirement for recruiting. AmeriFlex's CEO expects it to help draw more than 100 advisors in 24 months. The AmeriFlex Group, a Las Vegas-based hybrid RIA with more than $13 billion in…...

3+ week, 1+ day ago   (163+ words) Evergreen secondary funds let new investors capture immediate value from discounted purchases, but the advantage diminishes as assets grow, making timing critical. After investing client assets in private equity for more than 25 years, I’ve come to believe that one of…...

3+ week, 1+ day ago   (347+ words) The move adds $19 billion in AUM, largely focused on fixed-income ETFs and SMAs. T. Rowe Price Group is bolstering its fixed-income menu by agreeing to buy F/m Investments LLC, an asset manager with $19 billion in assets, largely focused on bond…...