Here's what clients are saying about their interest in AI and similar tech when it comes to their financial lives.

A new Roth IRA conversion option for unused money in 529 college savings plans, which went into effect this year, is likely to spur more college savings, according to a new survey from Saving For ...

The KWEB valuation gap trails only Wood’s ARK Innovation ETF (ARKK) among 415 of the largest US-listed stock ETFs, the data show. By contrast, the SPDR S&P 500 ETF Trust (SPY) has rewarded investors ...

In August, 48% of candidates passed the Level III test, down from 49% for those who sat for it in February, but up from 47% a year earlier, the CFA Institute said Thursday. The results remain below ...

The sales figures cap another likely quarter of solid economic growth and consumer demand fueled by a hardy labor market.

Clean technology investors and companies are making contingency plans as they wait to see how the US election plays out. Former President Donald Trump and Vice President Kamala Harris couldn’t have ...

Overall, ETF investors "demonstrate remarkable calm and steadiness" in an uncertain investment environment, Schwab said of the survey results.

AlphaCore Wealth Advisory of La Jolla, Calif., has agreed to acquired All Season Financial Advisors, a Denver RIA managing about $200 million in assets for high-net-worth clients, according to a press ...

The average dollar invested in U.S. mutual funds and ETFs earned 6.3% per year during the 10 years ending Dec. 31, 2023, which was about 1.1 percentage points less than the funds performed during the ...

Inflation may be cooling, but U.S. investors still rank it as their top financial worry, according to a survey by F&G Annuities & Life, a Des Moines, Iowa-based provider of insurance and annuities for ...

The advisors, who managed $450 million in assets, have joined LPL Financial's broker-dealer, RIA and custodial platforms.

Muni-bond sales are at a record-setting pace this year. So far, at nearly $400 billion it has already surpassed the total of $362 billion in 2023, according to data compiled by Bloomberg.