My friend Kai Wu, host of “The Intangible Economy” podcast and manager of Sparkline Capital’s Intangible Value ETFs ITAN and DTAN, interviewed financial historian Edward Chancellor, who has spent a ...

Perhaps one should avoid the temptation to use house metaphors when describing something like an RIA business. And yet. Like your house, your advisory firm has likely got a lot of your personal stake ...

Beginning almost 20 years ago, an obscure advisor in El Cajon, Calif., published a series of papers defining sustainable withdrawal rates from retirement portfolios. Based on a historical ...

Ken Griffin is pointing an outstretched arm toward his field of dreams. On this Wednesday afternoon in early February, the CEO of Citadel, one of the world’s largest and most profitable hedge funds, ...

Investors snagged 5% yields on 30-year Treasurys for the first time since 2007, as surging energy prices push inflation—and expectations for more of it—higher. A $25 billion auction of new 30-year ...

A dwindling number of prospective students will drive as many as 370 private colleges in the US to shutter or merge with another institution in the next decade, according to a major higher-education ...

As the head of financial and economic research at Buckingham Wealth Partners for almost 30 years, one of the most common situations I’ve been asked to address is about clients with a heavily ...

Nearly 71% of rookie advisors will drop out within their first five years, creating a nearly insurmountable staffing problem for an industry that is both aging into retirement and attracting fewer new ...

For a profession that is half a century old, the financial advice business is still troubled by certain frustrations. Near the top of that list is the fact that, unlike medicine and law, the ...

Time, money and competition put pressure on RIA owners to be decisive, but taking action can be hard without assurances of success, and it can be reckless to act on gut instinct. To compete, advisors ...

Sarah lost the $20 million account six months after the liquidity event. Her client, David, had sold his manufacturing business. Sarah had done everything right—on paper. She optimized the tax ...

Andre El-Baba never imagined an investment fund could trap him. A lifelong property manager from Vancouver, he’d spent decades navigating real estate markets and thought he understood risk. So when he ...