Latest Issue Cover
Home » Financial Advisor
FA Magazine
FA Online

Financial Advisor

[1]  1 2 3 4 5 6 7 8   [413]

A Fund's Rx For Healthcare Investing

by

The Janus Henderson Global Life Sciences Fund successfully navigates the turbulent healthcare sector.

How Interest-Rate Cuts Might Affect Annuity Holders

by

There could be an advantage to buying annuities before rates decline.

Is The End Near At The Wirehouses?

by

The headlines, reports and data all seem to indicate that the model is tagged for extinction. But is that really the case?

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

by

Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

Edelman Explains Why The Days Of Advisor Poaching Are Here

by

Meanwhile, Mariner's CEO sees advisors missing a huge opportunity.

How Bitcoin ETFs Boost Risk-Adjusted Returns

by

Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.

Families Are Not Talking About Inheritance, New Study Finds

by

Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.

Fidelity's Wealthscape Adds Alts Research

by

Fidelity has begun offering proprietary research on alternative investments to advisors on its Wealthscape platform, available at no additional charge.

A New World Takes Shape

by

The advisory business at this moment in time is in the midst of structural and generational change.

North Carolina Trio Ditch Merrill For Own RIA

by

The new Pines Wealth team managed some $500 million at Merrill according to a Forbes best-in-state list.

Investors' Financial Insecurity At All-Time High, Says Northwestern Mutual Report

by

Investors feel less secure about their finances, yet also feel better about the economy.

A Biden Victory Favors Growth Stocks; Trump Would Benefit Value, Investment Pros Say

by

Both candidates appear unlikely to address the federal debt time bomb.

Commonwealth Hit With $93.3M Judgment Over Revenue-Sharing Conflicts

by

The SEC said the firm's revenue-sharing agreement made mutual funds more costly to clients.

Billionaire Steve Cohen Sees Four-Day Work Week Coming

by

It's one of the reasons the Point72 founder said he's made investments in golf.

Over Three-Quarters Of Baby Boomers Will Stay Put In Homes As They Age

by

They have big financial incentives to stay put in their homes, Redfin found.

How Do You Keep Businesses In Families In Changing Times?

by

It's not always easy to find heirs, or at least ones that are ready to take over companies.

Blackstone's BREIT Paid Out More than It Generated In 2023

by

The fund paid out more than $2.8 billion in distributions during 2023, exceeding cash flows.

Women Lost C-Suite Seats In Corporate America, S&P Says

by

Women have ceded some senior-level positions after years of seeing their numbers increase.

JPMorgan Client Who Lost $50 Million Fortune Faces Court Setback

by

Peter Doelger and his wife sued JPMorgan over investments they allege never should have been allowed.

Index Fund For Private Firms Makes Backing Unicorns Easier

by

This new fund follows an index that tracks late-stage, venture-backed private companies.

[1]  1 2 3 4 5 6 7 8   [413]