Financial Advisors

"I think that's a ridiculous number." Tyrone Ross Jr. of 401 Financial didn't mince words when it comes to the hysteria around Bitcoin (CRYTO:BTC) in the lead up to $100,000. What really struck him was some of the price targets thrown around by Microstrategy (NASDAQ:MSTR)  exec Michael Saylor...

Recent surveys from Nationwide and Fidelity Investments reveal the financial regrets and resolutions that Americans are taking with them into 2025. The data points to significant gaps in financial planning that should reshape how financial advisors approach client relationships in 2025,...

Tyrone Ross Jr. sat down with Benzinga's Chief Content Officer Brad Olesen in a multipart interview series to discuss how his financial planning firm, 401 Financial, is educating clients about cryptocurrency and Bitcoin (CRYPTO: BTC) and avoiding some of the pitfalls of the traditional financial...

The advisory landscape is undergoing a fundamental transformation that demands immediate action from financial advisors. While firms like Creative Planning have achieved remarkable $16 billion valuations, traditional business models face mounting challenges that require strategic adaptation,...

The long-term global asset management industry is set for notable growth over the next five years, with assets under management projected to reach $43.6 trillion by 2029, or 7.1% annualized. ISS Market Intelligence published the findings in the latest “State of the Market: Future of Retail...

Recent findings from Barnum Financial Group, as reported by Investment News, show a critical insight for financial advisors: 60% of adults would buy more financial products if only they understood them better, with this figure rising to 72% among young millennials. The survey reveals several...

As your clients inevitably ask about portfolio positioning for Trump’s second term, new insights from the Charles Schwab Impact 2024 conference offer crucial talking points for managing expectations and avoiding common investment pitfalls, InvestmentNews reports. “Be really careful...

As the U.S. retirement market faces unprecedented challenges and opportunities, financial advisors must adapt their approach to better serve clients. Recent data from ISS Market Intelligence, as reported by Planadviser, reveals several critical areas where advisors need to enhance their service...

The 2024 election victory of former President Donald Trump, coupled with Republicans retaking the Senate and possibly retaining the House of Representatives, has put the spotlight on what this means for tax policy. Tax experts agree a likely result is the extension of key components of the 2017 Tax...

New research from Allianz Life reveals significant concerns among Americans about retirement income planning. Nearly half of investors worry about how to take distributions from their retirement plans, while 44% admit they have no retirement income plan at all. These concerns are particularly...

While there’s no universal formula for 401(k) contributions, several key strategies can help clients optimize their retirement savings. The appropriate contribution level depends on various factors, including planned retirement age, expected expenses, desired lifestyle, and additional income...

When it comes to money, it’s not about how much you make, it’s about how much you keep. The less you spend on things you want, the more you have for things you need. And if you save enough, you can accelerate the wealth-building process by putting your savings to work for you...

A recent survey by Naxtisis Investment Managers reveals that financial advisors worldwide are concerned about retaining clients and assets during the impending “Great Wealth Transfer.” This massive transfer of over $84 trillion in assets over the next two decades is seen as a...

There's a saying that stocks don't move in one direction all the time. Palantir Technologies Inc. (NYSE: PLTR) is testing the logic behind that saying. PLTR stock is up a whopping 151% in 2024 nearly matching the 168% gain in NVIDIA Corp.  Furthermore, the stock is up 24% in the last...

New research by David Blanchett, managing director at PGIM DC Solutions, reveals significant disparities between the retirement planning services financial advisors believe they’re providing and what clients actually report receiving. This gap highlights areas where advisors need to improve...