Karen DeMasters

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Risk Remains In Economy In 2024, Cetera Says

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Much depends on the Fed's reactions to economic changes, according to the company's market outlook report.

Bond Rates Could Again Push Higher, Advisors Say

by FA Staff

According to a survey, 62% of advisors believe rates on the two-year U.S. Treasury are at a peak now.

2024 Will Be The Year For SMAs, Direct Indexing, GSAM Says

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The control provided by SMAs is sought by investors and their advisors, Goldman Sachs Asset Management says.

Asset Manager Profits May Be Elusive In 2024, EY Says

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The less profitable firms will be replaced by newcomers, accoding to EY and McKinsey & Company.

Benefactors Can 'Insure' Heirs' Legacy, Brokerage Executive Says

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Properly planned insurance can not only protect, but enhance, legacy, Chad Druvenga says.

FPA Names 2023 Best Research

by FA Staff

Four academics have been acknowledged for their work to advance the financial planning profession.

LPL Financial Hires New Compliance Officer

by FA Staff

Jim McHale joins LPL from Wells Fargo.

LaSalle St. Adds To Network Of Firms

by FA Staff

Horwitz & Associates is a multigenerational financial firm.

How To Keep The Clients' Kids In The Firm's Family

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Showing the children what you did for the parents is one key, advisors say.

Osaic Adds Advisory Teams

by FA Staff

The new recruits bring nearly $500 million in assets to Osaic and AmeriFlex.

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