Evan Simonoff is editor-in-chief and editorial director of Financial Advisor magazine, as well as editorial director of Private Wealth magazine. He has spent more than 15 years as an editor and reporter covering the financial services industry. Evan is a widely recognized expert on personal finance and investments.
If indexing has been bad for active management, it has been good for holistic planning.
Financial independence only does one so much good if they don't have their physical health.
When one looks around the world, it's easy to see why so many people want to come here.
All year we've been covering the changing of the guard in the advisory profession, and this issue's cover story continues exploring that topic.
Advisors and their clients enjoy a much broader opportunity set than average Americans.
It's easier to help affluent individuals insulate themselves from the world's troubles. But no one is an island.
Just imagine for a second that a PE firm owns a big stake in your RIA and several of your competitors also wants to offer some of its funds to your clients. What could possibly go wrong?
This advisor was grateful to the firm's founders who believed in him and rapidly promoted him to the top spot.
Perhaps boomers and Gen Xers can be blamed for pampering their children but it's getting too late in the game to point fingers.
For reps who left a captive wirehouse or insurance company decades ago, the world has come full circle.
It's clear that the events of the last three years have changed advisors' behavior.
The growth potential of the RIA business is about to be called.
Reliable economic indicators are showing a downturn could happen from one to six months from now, the DoubleLine CEO said.
A clash need not be a "shooting war" to destabilize the global economy, he said.
The problems faced by so-called experts in financial markets and politics didn't begin in 2022.