A wealth tsunami is in the offing for Generation X

Gen X could get trillions in inheritance over 10 years

Advisors have opportunities to help clients and their children handle wealth transfer.

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Broker who took client funds for 17 years is barred

"A broker admitting that he has been ripping off clients for 17 years is beyond troubling," said one attorney.

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Her perspective is different, her objective is the same — a secure retirement

Discover how women’s unique life experiences shape their approach to saving and investing. As they prepare for a secure retirement, understanding these nuances can help you guide your clients more effectively.

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How to make your firm stand out from the competition

From having empathy to the right tech tools, advisors weigh in on how to make your firm stand out from the crowd.

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VIDEO

Technology can help advisors attract more high-net-worth clients, says Eagle Strategies CEO

Greg Webster sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can reach more high-net-worth clients with deeper product knowledge and better tech usage.

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BNY names new global head of investments and wealth

The Nuveen alum with investment experience from TIAA, AIG, and Merrill Lynch is set to join as longtime leader lets go of the reins.

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One-third of healthcare workers aren’t confident about retirement

Despite 91 percent being in a workplace savings plan, uncertainty over saving, debt, and other issues are making healthcare employees doubtful.

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WisdomTree woos more advisors with portfolio solutions offering

The firm is doubling down on its $3.5B model portfolios business with a fresh push to help enhance investment advisors’ practices.

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Wealth Enhancement Group gets another foothold in Texas

The national independent’s growth continues in the Lone Star State with a $254M RIA led by an experienced advisor duo.

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California becomes 26th state to enshrine high school personal finance education

Under landmark bill signed by Governor Newsom, passing a personal finance course will be a high school graduation requirement by 2031.

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Hints of jobs slowdown put Fed on the alert

Signs of impending weakness in the labor market add to the central bank's list of risks to manage.

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Ether ETF aspirants take the starting blocks ahead of anticipated July approval

Earlier whispers of a fourth-of-July greenlight now look premature as the SEC gives applicants a new deadline.

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2 in 3 graduates believe AI will make it difficult to secure jobs

But overall career confidence rises among graduates worldwide: survey

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