Financial Advisor

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How Bitcoin ETFs Boost Risk-Adjusted Returns

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

More Middle Managers Are Being Laid Off

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The latest corporate buzzword is efficiency. That isn't good for middle managers.

UBS Has Better Business Mix Than Morgan Stanley, JPMorgan Says

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This Swiss bank is vying for primacy in global wealth management.

Rogoff Says Biden, Trump Favor 'Blowing Up' U.S. Debt

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The former IMF chief economist said more borrowing will spur volatility in inflation and interest rates.

The Burning Question For Clients: Are You Happy?

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Advisors who ask this of clients, listen and adjust the financial plan will transform their practices, she says.

What Will The BOJ Do With Its $475 Billion ETF Hoard?

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How will the Bank of Japan unload the ETFs it bought to help the country's stock market?

Some Advisors On Edge As Clients Go Gaga Over Stocks

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Concerns about a market bubble weigh heavily on the minds of some investment advisors.

The States With The Most Growth In Number Of Advisors

by FA Staff

The number of CFPs in the U.S. increased by 11.5% over the past three years, says SmartAsset.

Trend-Chasing Quants Roar Back On Wall Street As Gains Reach 45%

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Trend-following quants are rallying back on Wall Street for their best start to a year since 2008.

U.S. 30-Year Mortgage Rate Drops Below 7%, Spurring Home Purchases

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The contract rate on a 30-year fixed mortgage decreased 18 basis points.

Rollout Of Financial Aid Revamp Leaves Students In The Lurch

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The updated Free Application for Student Aid has been plagued by delays and glitches.

Corporate Bond Rush Is Breaking Down A Maturity Wall That Everyone Feared

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Despite worries about maturing bonds, companies are rushing to sell debt to a buoyant market.

Global Art Sales Dropped 4% Last Year, UBS Market Report Finds

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Inflation suggests the real value of the contraction is more severe.

Bitcoin Tops $73,000 To Hit New Record On Insatiable ETF Demand

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It was bolstered by record-breaking inflows into U.S. exchange-traded funds.

Single-Stock ETFs Are Surging In A Market Known For Diversity

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The emergence of these ETFs has allowed investors new ways to concentrate on a single company.

Americans' Financial Insecurity Is At A Record, Survey Says

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A third of adults in a Northwestern Mutual survey said they don't feel financially secure.

Upstarts Challenge A Foundation Of Modern Investing

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Small arguments about data have high stakes in this corner of finance.

Raymond James Hires 10 From Citi's Closing Muni-Bond Group

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Raymond James has been on a hiring spree for its public finance division for years.

Large Acquired RIAs Are Losing Clients, Advisors At An Alarming Rate

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Staff turnover has an insidiously harmful effect on advisory firms.

Fidelity Introduces Active ETF Suite

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The new suite involved the retooling of some existing funds in the large and small-cap categories.

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