The Skincare Saviour | Scottish/UK Skincare Blog - Economy

AI Is Eating Wealth Management for Lunch. Here's How to Stay at the Table

Advisors who embed the technology into their firms, rethink workflows and challenge assumptions will lead the next era.

Most Retail Investors Plan to Keep or Increase Private Market Holdings: Survey

Over 90% anticipate maintaining or boosting alternative asset allocations, according to research by Yieldstreet.

Joe Duran's Rise Growth Partners Makes Another Minority Investment

The stake in Grimes and Co. by Joe Duran's RIA is meant to accelerate overall growth and geographic expansion.

The Big Retirement Risk Most Advisors' Models Miss

Many of today's retirees could outlive the timeframe of typical financial planning assumptions, Dunham's Salvatore Capizzi warns.

Alera Seeks Strategic Acquisitions in Retirement Space

With new leadership, the firm is committing to accelerated growth through deals and partnerships.

Trump's DOL Pick Backs Better Benefits for Independent Contractors

Supporting independent contractors "is key to growing this economy," Lori Chavez-DeRemer told senators Wednesday.

Trump Tightens Grip on SEC, Bank Regulators in Latest Order

Genworth Gets Closer to CareScout Long-Term Care Insurance Launch

The company is setting up a reinsurance deal with a U.S.-based company.

This Secure 2.0 Quirk Could Stop High Earners’ Retirement Catch-Up Contributions

The fact that employers aren’t required to offer Roth accounts could have a big unintended effect.

No, Social Security Is Not Rife With Fraud

The notion that millions of dead people are receiving checks is "absurd, corrosive nonsense," a financial writer says.

Trump Backs $4.5T Tax Cut in House GOP Budget Plan

The president wants to "kickstart" all Republican priorities at once, he says.

Vanguard Launches Two New ETFs

The new Treasury ETFs have short durations and should provide low volatility, the asset manager says.

Schwab Expands 24-Hour Trading to All Its Retail Clients

The firm seeks to capture demand from investors piling into U.S. stocks amid elevated prices.

Ed Slott: Roth Conversion Changes in Trump Tax-Cut Law Are Here to Stay

The 2017 tax changes may have an expiration date, but the Roth recharacterization limits do not.

El-Erian Sees Fed Holding Rates for Longer Than Markets Expect

The central bank will likely tolerate higher inflation to protect economic growth, he added.

AARP Makes the Republican Case for Adding a Caregiver Tax Credit

GOP survey takers liked the idea almost as much as they liked eliminating taxes on Social Security benefits.

Snappy Kraken Launches Enterprise Marketing Hub, Updates Campaigns App

New tools can streamline advertising campaign creation while providing improved data analytics and reporting.

Cresset Rebrands Private Investing Group as Peakline Partners

The unit is ready to "stand on its own," Bill Rudnick says; the main wealth business will keep the Cresset brand.

Bill to End Taxes on Social Security Benefits Is Back

The Senior Citizens Tax Elimination Act would repeal the inclusion of Social Security benefits in gross income.

Advisor Shortage Could Reach 100,000 by 2034: McKinsey

As Americans have become wealthier and their needs more complex, their demand for services is growing, research finds.

Brighthouse Keeps Mum on Potential Sale

Executives from the annuity issuer are talking about its strong RILA sales.

What Clients Really Want to Hear From Advisors: Ex-Merrill Exec

John Thiel, who just launched an RIA, discusses what he seeks in advisors and why he left Merrill.

2026 Social Security COLA Estimate Ticks Up on Higher Inflation

The Senior Citizens League’s model now predicts that the 2026 COLA will come in at 2.3% for 2026.

Integrated Partners Names Chief Brand Officer

Matt Ackermann is tasked with boosting the RIA's presence across the wealth management and CPA space.

The Best Robo-Advisors in 5 Categories: Q4 2024

Condor Capital Wealth Management scored the platforms by analyzing 35 accounts from 25 different providers.

House GOP Takes First Step Toward Tax Cuts, Debt Limit Increase

The plan requires $1.5 trillion in cuts over a decade in programs like Medicaid and SNAP.

Slott, Levine: How to Avoid a Potential Inheritance Nightmare

Failure to update beneficiary designations can result in big surprises later, the two retirement experts warn.

How Firms Can Attract Both Advisors and Clients

Louis Diamond and April Rudin discuss how to meet this recruiting and marketing challenge.

Low-Cost Vanguard Generates the Most Fee Revenue: Morningstar

Vanguard's "hugeness" enables it to gobble market share as its low costs attract investors, Morningstar says.

Buffers Are In, Fee-Slashing Is Out, and More ETF Predictions for 2025

Growth in the asset class is projected to remain strong, maintains Todd Rosenbluth of VettaFi.

Trump Nominates Daniel Aronowitz to Lead Key DOL Unit

Aronowitz is founder and lead executive of Encore Fiduciary.

Hightower CEO Bob Oros to Step Down

Goldman Sachs Ayco CEO Larry Restieri will fill the position this spring.

Wealth.com Adds Private Wealth Head

In the new role, Kathy Wunderli will focus on estate planning, probate, trust administration and tax matters.

Humana Posts $862M Net Loss for Q4

But it reported $1.7 billion in net income for 2024, and Medicare drug plan enrollment increased.

StanCorp's Parent Agrees to Buy Legal & General's U.S. Term Life Business

Meiji Yasuda would become the third biggest player in the U.S. term life market.

Schwab Names a Crypto Chief

Schwab called the move a key step in its ongoing process to expand client access to digital assets.

11 Best & Worst Broker-Dealers: Q4 Earnings, 2024

Each firm reported a positive jump in year-over-year results, and many topped analysts' estimates.

12 Best States for Single Seniors

More older adults are in the dating pool than ever before in U.S. history.

Equitable Weighs Options for Its Life Business

The company plans to continue to focus on expanding annuity sales.

SEC X Account Hack Over Bitcoin ETF Post Leads to Guilty Plea

The hack involved a fake social media post announcing the authorization of the first-ever spot Bitcoin ETFs.