Financial Advisors

A renowned financial advisor, lawyer, and CEO of Creative Planning, Peter Mallouk, has expressed concerns about the future of the Registered Investment Advisory (RIA) industry despite projections that it will exceed $2.92 trillion by 2029. Mallouk discussed industry news with The Daily Upside at...

As the Federal Reserve prepares to cut interest rates, Americans will need to adjust their bond and income portfolios to capitalize on current yields and protect against future market shifts. This means advisors and wealth managers need to reassess their fixed-income strategies. Recent economic...

Fidelity Investments‘ second-quarter retirement analysis reveals a significant increase in the number of retirement millionaires, with 401(k) millionaires rising 2.5% to 497,000 and IRA millionaires increasing 6% to 398,594. This growth marks the third consecutive quarter of expansion for...

A new Schroders survey reveals a paradox among pre-retirees: while half are concerned about outliving their assets, 43% plan to claim Social Security before age 67, the full retirement age for those born in 1960 or later. Only 10% of survey respondents plan to wait until 70 to maximize their...