“We are playing a ton of golf with our clients these days since it allows us to socially distance from our clients while also spending time with them.”

Digital investment management shone in the midst of the pandemic, providing insights into planning, automation and scalability.

The consequences of additional action outweigh the potential benefits.

Tax-advantaged savings vehicles remain a smart choice for most parents, even as higher education is being transformed.

Lack of knowledge increases uncertainty and stress—
unfortunately, many education programs aren’t helping.

Much like physicians treating sick patients, financial advisors must assess the situation, make a recommendation and explain to clients the risks so they can make an educated decision about their financial health.  

Since late March, some 550 tons of gold -- worth $30 billion at today’s price and roughly equal to global mine output in the period -- have been added to Comex warehouse stockpiles.

Ritholtz Wealth Management was one of several firms to disclose it received a Paycheck Protection Program loan to help with expenses amid the coronavirus pandemic, according to Form ADVs submitted to the SEC.

'I think what's actually emerging here is ESG has more semblance of being the new quality factor.'

Lakeview Capital Partners, which manages $3.3 billion in client assets, received $581,000 and intends to apply for forgiveness next month, according to a newly updated Form ADV.