Financial Advisors

President Donald Trump’s tariff policies, which have sent global markets reeling over the past few weeks, are rooted in his dislike of the U.S. trade deficit. While his wide-ranging tariffs ignited backlash from economists, the underlying concern isn't new. In 2003, for Fortune Magazine,...

Like virtually everyone else, billionaires don't like giving more than the bare minimum to the taxman. The difference is that they can quickly bring that minimum down to zero with experts’ help. Though some of their tactics are exclusive to the ultra-wealthy, there are some the average Joe...

Cryptocurrency is still riding a wave of volatility, but that's never been a deal-breaker for young investors. Even as prices fluctuate and regulators weigh in, interest in crypto remains strong — especially among Gen Z. Coins like Bitcoin, Ethereum and Solana continue to make headlines, and...

After a volatile Monday on Wall Street, stock futures improved in after-hours trading, offering a break after a day of intense whiplash. The Dow, S&P 500, and Nasdaq-100 futures each rose more than 1%, recovering from previous chaos sparked by reinvigorated U.S.-China trade tensions. A morning...

It's finally spring, and for the first time in a while, the housing market is starting to show signs of life. After a long stretch of minimal activity, more "For Sale" signs are cropping up across the country. Inventory is climbing, which is good news for buyers who've been waiting for more choices...

Gold prices have been on a tear lately, surpassing $3,000 per ounce in mid-March and up nearly 38% in the last year. Investors have been flocking to the precious metal as economic uncertainty grows, with global trade tensions playing a major role. The latest boost came after U.S. President Donald...

Financial advisors are drowning in paperwork, outdated tech and inefficiencies. Enter Savvy Wealth, the digital-first platform revolutionizing wealth management. In an exclusive Benzinga interview at Future Proof CityWide in Miami, Florida, CEO Ritik Malhotra explained how Savvy is modernizing...

Self-guided, DIY approaches to investing are more popular than ever, spurred on by the rise in stock screeners, trading platforms, AI, and investing data sites. But according to a new survey, 27% of them are likely to use a (human) financial advisor in the next year. That number grows to 37% when...

Recent Internal Revenue Service data reveals that tax refunds are substantially larger this year, even though fewer Americans are filing early returns. According to a Detroit Free Press report, this shift presents a valuable opportunity for tax professionals to guide clients through changing tax...

New On The Block Purple Innovation, Inc. (NASDAQ:PRPL) is considering a sale. After receiving “unsolicited expressions of interest,” the mattress maker is exploring all possibilities to boost shareholder value. Purple's board established a special committee of independent directors to...

Recent data shows family offices are strategically shifting toward Alternative Investment Funds (AIFs) to protect wealth and maximize returns in today’s volatile market landscape, as detailed in a new CNBC report. This trend highlights significant opportunities for financial advisors to...

Sweeping changes are coming to Social Security as well as the agency that administers it in 2025, requiring a rethink of how central or reliable advisors should consider the service for their clients. Following the passage of the Social Security Fairness Act last year, and former President Joe...

The rise of cryptocurrencies and the new administration’s friendliness toward digital assets have left advisors deeply conflicted about the asset class, a new survey by CoinShares reveals. On the one hand, 62% of advisors say recommending Bitcoin and other cryptocurrencies goes against their...

The perfect storm of Registered Investment Advisor (RIA) mergers and acquisitions (M&A) is only growing stronger. According to a new study by Fidelity Investments, 2015 saw 89 RIA M&A deals, while last year saw a whopping 233. Over the same decade, the value of acquired assets grew from $...

Fully one-third of Americans are planning to reduce how much they spend on "financial vices" because of the economy, according to research from Bankrate.com, with important implications for advisors and their clients. The survey distinguished six different vices — alcohol, lottery tickets, casino...