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Improvements in SMA tech have more advisors getting on board

A new survey shows investors are big fans of separately managed accounts. But what do advisors think of SMAs and SMA technology?

Scott bishopAron kershnerChris mankoffGoldman sachsPresidio wealth plannersAssetmark financialModel wealth

Money market funds are paying above 5% What to know before ditching your savings account

Money market funds are now paying above 5%. Here’s what to know before transferring cash from a savings account.

United statesChristopher lymanBrandy brunsInvestment company instituteExchange commissionSilicon valley bankFederal reserveDeposit insurance corporationFederal deposit insurance corporationSouth floridaAllied financial advisorsModel wealthReserve primary fund

Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity

Advisors are favoring ETFs over mutual funds, along with growth stocks and more conservative bonds, Fidelity research shows.

Paul maKevin bradyBrandy burnsTim holsworthSeth mullikinPaul schatzFidelity investmentsPortfolio constructionFidelity institutionalModel wealthLattice financialHeritage capitalState street

Relative age can influence mutual fund manager returns

Relative age can influence mutual fund manager returns
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesBrandy brunsKevin mullallyAshley folkesUniversity of central floridaCentral floridaModel wealthAmerican heritage financial

Five Pandemic Practice Changes with Staying Power

Numerous advisor innovations have become permanent; it's not just Zoom and hybrid work.

Brandy brunsLorrie walkerAlex offermanJeff fishmanSam sekineSonia jenkinsRaymond james financialOwens estate wealth strategies groupAllen company in lakelandModel wealthSocial securityLos angeles basedLong gameOwens estateWealth strategies groupGrass valley

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