Scott Underwood, founder and CEO of Socium Advisors discusses modern wealth platforms, insurance within a fiduciary model, and how leadership shapes advisor and client outcomes.
President Donald Trump said US consumers should “wait a little longer” for mortgage rates to drop further, a plea for patience from the electorate as voters show dissatisfaction with his handling of ...
Fixed Income Amid all the AI turmoil, bonds have had a strong run, proving their worth as ballast in a portfolio. Treasuries, in fact, are closing out their best month in a year as investors seek ...
Raymond James has recruited a duo of veteran financial advisors in Iowa who manage more than $400 million in client assets to join its independent advisor channel. Advisors Michael Compiano, ChFC, CLU ...
As the $1.8 trillion industry grapples with heightened risk of investor withdrawals from retail funds and scrutiny over borrowers — especially the companies under pressure from the rise of artificial ...
Strong predictive signals don't automatically translate into investable strategies, especially at institutional scale.
As Black History Month draws to a close, the challenges to increase the representation of black CFPs are only growing. Cerulli Associates reported that less than 4% of advisors in the industry ...
By strengthening the Fed's analytical framework and establishing a "balance-sheet theory," Kevin Warsh can oversee a return to excellence.
The wealth management giant, with $323 billion AUM, said the incident exposed personal and financial planning data.
The department wants to scrap a Biden administration test and revive economic analysis favored by advisor groups.
Nvidia is now cheaper than roughly a third of the stocks in the S&P 500 but its revenue growth over the past 12 months of 65% is the third fastest in the index, according to data compiled by Bloomberg ...
Federal tax rates range between 18% and 40%, depending on the amount above the $13.99 million threshold, or exemption amount, per person in 2025 or $15 million in 2026. For each tax tier, you pay a ...
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