Financial Advisor

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Ohio Advisor Claims Her Firm Lied About Profits In Hightower Deal Talks

by FA Staff

Wendy Eldridge also claims in a lawsuit that her Marcum Wealth partners discriminated against her because she is a woman.

Tema Launches Third Medical-Themed ETF

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The Neuroscience and Mental Health fund seeks companies treating neurological diseases.

Bitcoin Outlook Clouded By Falling Miner Reserves Ahead Of April's Halving

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Bitcoin miners are getting a jump on an anticipated decline in revenue.

Alternative Investments Seeing Dislocation, Opportunity, J.P. Morgan Says

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The firm is excited about office real estate, AI and life sciences.

American Healthcare REIT Gets $672 Million At IPO's Low End

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This and other funds are testing to see if a two-year IPO drought is ending.

The Year Of Living Dangerously

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Economists are trying to imagine scenarios in a world that keeps defying expectations.

The Joys Of Independence

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What do you win by not being bought?

Showing Off Your Emotional Intelligence

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The right website design tells people you have “EQ.”

Messages And Conversations

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Technology has made it easier for us to talk past each other. That's not good for advisors who need to listen.

Tech Comes For Philanthropy

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With the emergence of new technology, advisors can be more active partners in their clients' charitable giving.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and they're probably better off than they think.

Don't Be Afraid Of Annuities. Your Clients Aren't

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Advisors were also once reluctant to adopt managed accounts, too. But they got over it.

Half Of RIAs Are Unhappy With Their M&A Deals

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According to a survey of advisors who sold or joined their RIA firms within the past 10 years, half are dissatisfied.

Craft Profiles, Convert Prospects

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Crafting better client profiles is the best way to drive prospects to work with you instead of your competitors.

Spot Bitcoin ETFs Are Here! Now What?

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Crypto advocates have won a huge victory getting spot bitcoin ETFs to market. What does that mean for investors?

Private Credit Steals The Spotlight

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This $15 trillion asset class is growing fast and offering higher returns and less risk than private equity.

The Case For Gold In A Fickle World

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The First Eagle Gold Fund has been a leader in its field for 30 years.

Helping Pre-Retirees Avoid Serious Blunders

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Advisors can help those about to rock into retirement overcome common mistakes.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule just doesn't jibe with the personal approach clients want.

Resilient REITs

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Empty office space has given real estate investment trusts a black eye. But the space offers opportunity.

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