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The S&P Has Outperformed Forecasts Raising The Bar For The Future
The S&P 500 is delivering one of the strongest earnings seasons in decades, creating a powerful backdrop for advisors evaluating equity allocations, valuation discipline, and forward return expectations.
JPMorgan CEO Jamie Dimon Isn't Sure How Consumer AI Will Play Out
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Edelman Financial Engines Acquires Viridian Advisors
The acquisition allows Edelman to continue to grow and expand its offering by adding a team of CPAs, financial advisors, and client service associates
Altruist raises $50m in Series B round
Upstart RIA custodian Altruist has $50m of new capital after closing a Series B funding round led by private equity firm Insight Partners.
Advisers Have Their Eyes Keenly Trained on Risk Management
The majority prioritize effective risk management of their clients’ portfolios over generating the highest gains, Allianz found in a survey.
The future of jobs, advisor tech and tax loopholes
Tax loopholes are closing, tech is changing the landscape, and the future of jobs remains unknown.