financial advisors

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...

The rise of cryptocurrencies and the new administration’s friendliness toward digital assets have left advisors deeply conflicted about the asset class, a new survey by CoinShares reveals. On the one hand, 62% of advisors say recommending Bitcoin and other cryptocurrencies goes against their...

The long-term global asset management industry is set for notable growth over the next five years, with assets under management projected to reach $43.6 trillion by 2029, or 7.1% annualized. ISS Market Intelligence published the findings in the latest “State of the Market: Future of Retail...

As the U.S. retirement market faces unprecedented challenges and opportunities, financial advisors must adapt their approach to better serve clients. Recent data from ISS Market Intelligence, as reported by Planadviser, reveals several critical areas where advisors need to enhance their service...

A recent survey by Naxtisis Investment Managers reveals that financial advisors worldwide are concerned about retaining clients and assets during the impending “Great Wealth Transfer.” This massive transfer of over $84 trillion in assets over the next two decades is seen as a...

New research by David Blanchett, managing director at PGIM DC Solutions, reveals significant disparities between the retirement planning services financial advisors believe they’re providing and what clients actually report receiving. This gap highlights areas where advisors need to improve...

Artificial intelligence may be a useful tool for financial advisors, but it will not solve their every problem. There are three ways that financial advisors can use AI to their utmost benefit, AssetMark and Wealthmanagement.com say in a report: optimizing lead generation, segmenting the market and...

A recent survey by Ficomm Partners reveals a significant shift in how younger investors choose financial advisors, moving away from traditional referrals towards digital marketing. This trend suggests a transformative change in advisor acquisition strategies in the coming years. The survey, which...

A new report from consumer research firm Hearts & Wallets reveals that Generation X stands to inherit trillions of dollars from the Silent Generation over the next 10 years, presenting significant opportunities and challenges for financial advisors. Currently, the 65-74 age group holds the...

Various studies indicate that investment fees are considered a major bugbear for some folks. Many of the fees are directly related to transactions costs, commissions, brokerage fees, monthly maintenance fees and the like. In addition to what their brokers might charge, traders and investors...

It's almost that time of year. The 2017 Benzinga Global Fintech Awards is a competition to showcase the companies with the most impressive technology that are paving the future in financial services and capital markets. To get you prepared for this year's awards, Benzinga...

There are so many ways you can handle your budget without calling in the big guns. However, whether you are not financially literate, don't seem to have the time/motivation or are so far removed from financial security that you don't even know where to start, using available resources such...

Financial advisors often struggle to communicate with their investor clients about the various strategies that make up the client’s portfolio. AssetMark exists to make the work advisors do, easier to understand and more transparent. AssetMark’s recently announced partnership with...

When it comes to investment advice, investors often find themselves being overwhelmed by information, not knowing which sources to follow. Let’s face it, whether it be investment advice or any other service, there will always be the good, the bad and the ugly. While the latest financial...