Thousands Gather Around the World to Protest Iran’s Government
Thousands of protesters in several cities across the world took to the streets to demand regime change in Iran on Saturday. The demonstrations came…
Morningstar: Semiliquid Funds Are Not the Diversifiers Advisors Think They Are
There is often greater correlation between private and public asset performance than asset managers admit.
Q&A: What Long-Term REIT Performance in Pension Plans Means for Investors
A new study, spanning 26 years, shows that REITs outperformed most private real estate strategies in a dataset of more than 400 pension plans.
Betterment Launches Pilot of RIA Referral Program
The Betterment Advisor Network referral program has been launched to a small group of RIAs on its custodial platform for a 0.25% annual fee…
Thoughts on Advisor Tech in Light of the Altruist AI Agent Launch
Altruist's Hazel tax planning tool debut sent shockwaves through financial markets as investors fled traditional wealth management firms, signaling broader industry disruption ahead.
How Retirement Plan Advisors Are Growing in a Margin-Constrained World
The most successful firms aren’t always the fastest-growing—they’re the ones "scaling smart."
Edelman CEO: The Workplace and Wealth Thesis Is Working
Edelman Financial Engines CEO Ralph Haberli says the number of clients that have converted from the workplace side to the wealth business has more…
Dr. Oz Is Not the Retirement Guru America Needs
The administrator for the Centers for Medicare and Medicaid Services has an idea on how to boost the U.S. economy: working longer.
SEC Enforcement Chief Defends Division as Atkins Faces Scrutiny Over Crypto Dismissals
Margaret Ryan said notions that SEC enforcement was slacking were "flat out wrong," while Chair Paul Atkins answered lawmakers’ questions about the agency's handling…
Upstart Issuer F/m Says It Found a Way to Fit ETFs In 401(k)s
With the launch of TBIL, $18 billion manager F/m becomes the first to utilize the dual-share class structure since Vanguard Group’s patent expired on the blueprint…