June 21, 2021
Women of Color, Millennial Women Take Outsized Financial Hit from Pandemic
These groups were the “most likely to have had someone close to them lose a job, be forced into working fewer hours, or have pay reduced,” according to Capital Group.
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June 17, 2021
BlackRock to FAs: Put 20% of Client Portfolios in Private Markets
The company’s wealth advisory unit wants advisors to reimagine the 60/40 portfolio.
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June 16, 2021
FAs Weigh In: FOMO Switched to FOLM — Fear of Losing Money
“We made sure we let them know, ‘We are all going to be OK,’” according to David Root, founder and CEO of DBR & Co.
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June 14, 2021
Let's Get Personal: Tips for Creating a 'One-of-a-Kind' Client Experience (at Scale)
Industry executives say technology, data and a little bit of planning can help provide the customized service client seek — without requiring advisors to reinvent the wheel.
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June 14, 2021
Tiedemann Advisors Names Global Impact Investing Strategy Head
Jed Emerson will oversee the strategy and implementation of the firm's impact investing practice.
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June 11, 2021
Crypto Must Be Regulated to Go Mainstream: WisdomTree
Transcript Video [ 2:21 ]
WisdomTree believes oversight is critical for the technology to be broadly accepted by investors, FA-IQ sister publication Ignites reports.
Transcript Video [ 2:21 ]
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June 11, 2021
Pandemic’s Financial Impact Split by Income Bracket and Demographic
One common ground is the greater importance placed on creating an emergency savings account going forward, according to a survey.
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June 2, 2021
FAs Weigh In: Biden’s Tax Proposals Merit Re-Examination of Estate Plans
“We should challenge our perspectives on wealth planning away from maximizing unrealized capital gains and deferring taxable income to better co-exist with these tax reforms,” says StrongBox Wealth managing partner Chuck Cooper III.
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June 1, 2021
FAs Prioritize Clients' Risk Management Over Portfolio Gains
Around 88% of advisors surveyed by Allianz Life Insurance Company of North America believe that effective risk management is more important than generating the highest gains.
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May 28, 2021
Home Office News: Sharp Growth in BofA HSAs, Schwab Touts ESG, and More
A roundup of key updates from major broker-dealers, registered investment advisor firms, custodians and other distributors.
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