4+ hour, 50+ min ago  (793+ words) In a world beset by geopolitical, economic and energy crises, the days of using “gold bug” as an insult are over. (Bloomberg) -- Got gold? If not, maybe this is the year to get some. While the last five months haven’t…...

6+ hour, 34+ min ago  (326+ words) Advisors overall remain optimistic about financial conditions and the markets, even as a significant percentage see a dimmer future for the U.S. economy. After spiking to a near-record high in May, financial advisors’ confidence in the overall economy and the equity…...

23+ hour, 18+ min ago  (837+ words) The company’s head of product and portfolio strategy for financial advisors sees plenty of attractive opportunities for AI investment, but they may not be where advisors think. As conversations among financial advisors increasingly focus on volatility and whether the market…...

2+ day, 22+ hour ago  (425+ words) The $710 billion RIA adds Lovell Insurance Group to expand business advisory services for upper middle-market clients across the nation. Creative Planning, an Overland Park, Kan.-based registered investment advisor with about $710 billion in assets under management and advisement, has acquired…...

1+ week, 2+ day ago  (308+ words) Private equity plays an important part in the economy. That doesn't mean it should touch retail investors' portfolios. Although it’s been said before, it’s worth repeating: None of that means private equity should touch our portfolios despite the government’s increasing…...

3+ week, 1+ day ago  (353+ words) According to a new global study of advisors commissioned by Brookfield, the industry is maturing on alternative investments usage. The “democratization of alternatives” process playing out in the wealth management space in recent years is deepening, with more advisors shifting…...

1+ mon, 1+ day ago  (786+ words) No one knows exactly where rates will settle over the next several years. For years, bond investors have tried to answer the same question before putting money to work: Where are interest rates headed next? If rates are likely to…...

1+ mon, 1+ week ago  (189+ words) What Advisors Should Watch Now Wealth Management Geopolitical Risk, Inflation and Alts: What Advisors Should Watch Now As markets move faster and portfolio construction gets more complex, advisors need flexible ways to manage risk, access alternatives and keep clients focused…...

1+ mon, 1+ week ago  (938+ words) The move is one of several Robinhood and custodian TradePMR are making to entice RIAs, including ramping up a nascent RIA forgivable loan program. Robinhood and its custodian TradePMR are seeking to retain and attract more registered investment advisors by…...

2+ mon, 4+ day ago  (37+ words) Wealth Management Brought to you by Zephyr, the award-winning wealth and asset management platform Zephyr's Adjusted for Risk: Rethinking Risk - Why Smart Asset Allocation in Emerging Markets Matters...