Duration If the client wants to choose how long they want protection, the period can be customized, too—when they choose an ETF or series of funds with matching outcome periods. The fund’s outcome ...

Kenneth John Malm of Suffern, N.Y., agreed to a seven-month suspension and a $10,000 fine, without admitting to or denying the findings by Finra, according to his letter of acceptance, waiver and ...

If artificial intelligence is really as transformational as many investors believe, investors should move away from U.S. growth stocks and into value stocks and foreign shares, said Joe Davis, chief ...

AI is also a good investment because such stocks are relatively immune to the tariffs President Donald Trump has imposed on imported goods from multiple countries—part of his efforts to push fairer ...

The current market turmoil is hurting the United States and other developed countries, but it might be a good time for investors to look at emerging markets, according to James E. Craige of Stone ...

BlackRock Inc. is increasing exposure to AI within its equity-heavy portfolios through the iShares AI Innovation and Tech Active ETF (ticker BAI). The actively managed fund quadrupled in size after it ...

After a marathon overnight session by the House Rules Committee, House Republicans appear close to finalizing a deal that would raise the federal cap on state and local tax (SALT) deductions from ...

Hightower, the Chicago-based RIA aggregator, has taken a strategic stake in Smith Anglin, a Dallas-based financial planning and wealth manager that manages about $2 billion in client assets and is ...

The Mather Group, a Chicago-based registered investment advisor with offices across the country, has acquired Pillar Wealth Management Inc., a Walnut Creek, Calif.-based wealth management firm with ...

The current write-off is capped at $10,000, a limit imposed in Trump’s first-term tax cut bill. Previously, there was no limit on the SALT deduction and the deduction would again be uncapped if ...

Empathy isn’t just feel-good fluff—it drives outcomes. Clients who feel understood are more likely to follow your advice, stick to long-term plans, and remain loyal when things get rough. Behavioral ...

The wise minds at Moody’s Investors Service finally acknowledged last week what the other two main credit rating agencies did ...