AI’s arrival will have an increasingly large impact on our lives. That includes investing and, especially, other aspects of financial planning.

Microsoft Corp. is bringing its Bing search engine to OpenAI Inc.’s ChatGPT, further tightening ties with the artificial intelligence startup in a bid to challenge Google.

Debt limit talks in Washington have hit a fresh impasse with negotiators far apart on key issues, especially the spending cuts demanded by Republicans, as time runs short to avert a historic US default.

I am struggling with best ways to organize my thoughts and prepare something our advisors will validate and be willing to send.

Here are a few strategies to ease the change-management process, bringing advisors of every age and background onto the right path toward adoption.

Why does giving away my expertise make sense, and why should you follow my lead?

The Fed failed to recognize the danger of its loose monetary policy in 2021. We are seeing its pernicious effect, as the money supply and velocity combined to inflict non-transitory inflation.

We must understand our clients’ purposes and how they fit together in their lives. We need to take the initiative when rebalancing is in order.

Bond-market titans BlackRock Inc., Pacific Investment Management Co. and Vanguard Group Inc. are warning that recent violent swings in US Treasuries are only the beginning of a new era of volatility that’s here to stay until central banks conquer inflation.

Some previously steadfast bears are showing signs of giving in after a seven-month advance put the S&P 500 on the edge of a key chart line.

Here’s a quick guide to avoiding the trap of micromanagement and promoting productivity, innovation, and employee satisfaction.

A better retirement stress test would focus on the standard of living in retirement and how spending would need to change in times of market turmoil or heightened inflation.

Is it efficient and productive to have four people do a job that appears to take two?

Social Security has always been born from political rather than financial necessity. The initial retirement age was not based on life expectancy but rather on the political and social realities of the time.

We propose a golf-inspired advisor assessment framework with a scorecard, fairway average and handicap as performance measures to quantitatively assess an advisors’ investment performance.

No piece of technology is more crucial than the microchip. Its supply was central to the cause of the post-COVID-19 inflation, and the stability of the U.S.-China relationship hinges on its manufacture.

Risk-averse investors seeking defensive systematic strategies to reduce left-tail risk should broaden their search beyond low volatility/low beta.

Investors are planning to ramp up bets in emerging markets, according to the latest Markets Live Pulse survey — a sign the asset class is becoming a favorite for those wary of a US recession.

HNW Americans need to be prepared for every contingency, including Democrats winning a trifecta of POTUS and majorities in both houses of Congress.

Investors aren’t likely to see a Bitcoin-spot exchange-traded fund offered in the US anytime soon, according to VanEck Chief Executive Officer Jan Van Eck.

Deep in the bowels of Wall Street, there’s a surprisingly successful counterfeiting operation underway: The world’s largest banks have created a booming business churning out imitation quant trades.

Advisors are looking ahead to the policy and tax changes impacting their high-net-worth clients. Those include changes stemming from the passage of Secure 2.0 Act.

Looming behind market fears over the prospect of a historic US default is the less-discussed risk of what would follow a deal to resolve the debt-ceiling impasse.

As financial advisors and wealth managers, we want our ultra-high net worth clients to emulate the Rockefellers, not the Vanderbilts.

Tencent Holdings Ltd. posted its fastest pace of revenue growth in more than a year but earnings missed estimates, reflecting an uneven internet sector recovery during China’s post-pandemic reopening.

Investor indifference to the threat of a prolonged debt-ceiling impasse has left a handful of tail-risk strategies almost too cheap to pass up.

Alphabet Inc. is back in the game. The artificial intelligence game, that is.

The patent that’s given Vanguard Group an edge over competitors for the past 20 years — and helped its clients pull in more than $100 billion worth of additional investment gains — expired today.

Every financial decision has a tax implication, and sufficient planning is not done until the taxes have been considered and reported correctly. Here are seven pitfalls advisors can avoid.

No one is bragging about the index fund they own to their friends.

You can’t carry other people’s emotional weight for long without your legs giving out.

Equita Financial Network is helping women build independent financial advisory firms efficiently with tangible, meaningful support.

Our older advisors (four of them in their 60s) are not comfortable bringing the younger team members into their client meetings.

Long-term Treasury bonds are an excellent investment. But timing the purchase of bonds is difficult because three headwinds are keeping rates higher.

Treasury Secretary Janet Yellen warned that the US is already paying a price for its failure to raise the federal debt limit, as talks between the White House and lawmakers from both parties continued into a second week.

Billionaire investing titans Stanley Druckenmiller and David Tepper loaded up on stocks benefiting from the artificial intelligence boom during the first quarter.

Advisors have relied on COIs to build their businesses. That is no longer working, and here is why.

Influence, by Robert Cialdini, has impacted my professional and personal life for more than 30 years.

Here are a couple of trends that will dominate as a winning content strategy this year.

Here are overlooked actions that tarnish credibility and decrease a client’s confidence in your ability to handle their nest egg.

What is the number-one reported factor for a happy and fulfilling retirement?

A long-term financial plan can be dismantled late in life by adult children, usually with good intentions. What can you do to guard against this possibility?

Nearly a year ago, I – provisionally and with qualifications – declared I-Bonds to be the fabled “free lunch” due to the remarkable 9.62% rate they were paying. That rate came down – a lot – so should you still buy them?

Two Federal Reserve officials signaled they favored pausing interest-rate increases, while a third policymaker suggested the central bank may have more work to do in its inflation fight.

Whether it’s high inflation or greater market volatility, Monte Carlo analysis will reveal how those uncertainties impact a client and provide peace of mind about their plans.

New research shows that investors can profit by exploiting “momentum” – the notion that stocks or factors that experienced good performance will continue to do so, and vice versa.

The risk of a US debt default is greater than it’s ever been, threatening to tip global markets into a brand-new world of pain. For investors, there are few places to hide other than the oldest hedge in the book: gold.

Technological progress in the last two centuries, and especially in the recent past, has been nothing short of amazing. So why are we so unhappy? Why aren’t we all rich?

When planning for retirement, taking even the smallest risk can be life changing. Discover why financial advice during retirement planning is crucial with Harold Evensky.

Over the next decade, the total return for U.S. or global equities will be nearly zero, according to Felix Zulauf.