financial advisor

In an era of inflation shocks, shifting alliances, and economic volatility, one thing hasn't changed: central banks are doubling down on gold. While investors may debate crypto, equities, or cash, the institutions managing national reserves are quietly — and consistently — boosting their gold...

Owning a home is often seen as a dream financial goal, offering stability and long-term wealth-building potential. However, many potential buyers overlook the costs, focusing mainly on the down payment and monthly mortgage. Most don't realize that numerous hidden expenses can quickly add up,...

A federal rule that aimed to wipe medical debt off credit reports is now on shaky ground — and it could be scrapped before it even takes effect. The policy, introduced during the Biden administration, was designed to prevent medical bills from dragging down credit scores or influencing lending...

Cryptocurrency is still riding a wave of volatility, but that's never been a deal-breaker for young investors. Even as prices fluctuate and regulators weigh in, interest in crypto remains strong — especially among Gen Z. Coins like Bitcoin, Ethereum and Solana continue to make headlines, and...

It's finally spring, and for the first time in a while, the housing market is starting to show signs of life. After a long stretch of minimal activity, more "For Sale" signs are cropping up across the country. Inventory is climbing, which is good news for buyers who've been waiting for more choices...

Self-guided, DIY approaches to investing are more popular than ever, spurred on by the rise in stock screeners, trading platforms, AI, and investing data sites. But according to a new survey, 27% of them are likely to use a (human) financial advisor in the next year. That number grows to 37% when...

Recent data shows family offices are strategically shifting toward Alternative Investment Funds (AIFs) to protect wealth and maximize returns in today’s volatile market landscape, as detailed in a new CNBC report. This trend highlights significant opportunities for financial advisors to...

Jan. 1, 2025, marks the first possible birthdate for Generation Beta. It’s also a unique opportunity for financial advisors to guide new parents through comprehensive long-term planning, especially as Prudential Financial’s latest research shows that 58% of current and future parents...

Recent surveys from Nationwide and Fidelity Investments reveal the financial regrets and resolutions that Americans are taking with them into 2025. The data points to significant gaps in financial planning that should reshape how financial advisors approach client relationships in 2025,...

The advisory landscape is undergoing a fundamental transformation that demands immediate action from financial advisors. While firms like Creative Planning have achieved remarkable $16 billion valuations, traditional business models face mounting challenges that require strategic adaptation,...

The 2024 election victory of former President Donald Trump, coupled with Republicans retaking the Senate and possibly retaining the House of Representatives, has put the spotlight on what this means for tax policy. Tax experts agree a likely result is the extension of key components of the 2017 Tax...

New research from Allianz Life reveals significant concerns among Americans about retirement income planning. Nearly half of investors worry about how to take distributions from their retirement plans, while 44% admit they have no retirement income plan at all. These concerns are particularly...

While there’s no universal formula for 401(k) contributions, several key strategies can help clients optimize their retirement savings. The appropriate contribution level depends on various factors, including planned retirement age, expected expenses, desired lifestyle, and additional income...

As the Federal Reserve prepares to cut interest rates, Americans will need to adjust their bond and income portfolios to capitalize on current yields and protect against future market shifts. This means advisors and wealth managers need to reassess their fixed-income strategies. Recent economic...

By Andy Moore Financial products and services can be complicated, which is one reason some people choose to hire a financial advisor. But those complexities are also sometimes at the root of why people fire their advisors. Poor communication from advisor to client can prolong the client’s...