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FA Magazine

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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.

Families Are Not Talking About Inheritance, New Study Finds

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Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.

Fidelity's Wealthscape Adds Alts Research

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Fidelity has begun offering proprietary research on alternative investments to advisors on its Wealthscape platform, available at no additional charge.

What's Behind The U.S. Stock Market Disconnect?

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There is little reason to believe that the current rally can last.

Don't Count On A Soft Landing For The Global Economy

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China could be facing a “lost decade,” while Europe and the United States confront their own economic challenges.

Winning The Hearts, Minds And Wallets Of Entrepreneurs

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There's never been a better time to work with wealthy business owners.

The Advisory World In 2034--An Advanced Look

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Will giant firms and technology cater to every client whim … or create dystopia?

5 Top Lead-Generation Strategies For 2024

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Here's how you get prospects interested.

Unlocking A $30 Trillion Opportunity

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Charitable giving know-how is essential for supporting wealthy women

Love Is Inefficient

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When your client relationships are on the line, don't let cost-consciousness get out of hand.

When Retirement Comes At You Fast

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This couple had just days to make decisions that would alter the rest of their lives.

Helping Kids Break The Cycle of Poverty

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This is what I learned about generational poverty as a respite foster care giver.

Why Are More Women Clients Than Ever Firing Advisors?

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And how do you make sure you're not on the chopping block?

Caregivers: The Problems Hidden In Plain Sight

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Your clients' plans are only as solid as the least prepared person in their circle.

Women Are Changing The Face Of Advisory Firms

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These amazing women have helped break through the glass ceiling in the industry.

New Bill To Raise Social Security Payroll Tax Cap, Eliminate Taxes On Benefits

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The Social Security Administration said the bill would keep the program solvent through 2054.

Retirees' Healthcare Costs Increased 8% In 2023

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They need about 8% more than what they needed a year ago, according to the Employee Benefit Research Institute.

E*Trade Sued For ‘Paltry' Interest Rates On Retirement Sweep Accounts

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The online broker's rates last year were at one point 500 times lower than the federal funds rate, the suit alleges.

Helping Clients Navigate Income Tax Bracket Changes

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Here are some best practices to help wealthy clients adjust to changes.

Luma, Yieldstreet Expand Alts Partnership

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Luma Financial Technologies has expanded its relationship with Yieldstreet to offer alternative investment products to Luma's advisors.

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