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Nov. 26, 2024

Orion: What Gary Gensler’s Resignation Means for Financial Regulation

SEC Chair Gary Gensler will step down on January 20, marking the end of a highly consequential tenure. His resignation opens the door for President-elect Donald Trump to appoint a new SEC chair, bringing the potential for significant shifts in financial regulation, particularly in the realms of traditional finance and cryptocurrencies.

Nov. 26, 2024

UX Wealth: Why Market Forecasts Are Too Often Wrong

Recent evaluations of prominent market forecasts from 2020 to 2023 reveal a stark reality: many predictions failed to align with actual market outcomes, often by significant margins. It's like trying to herd cats—nearly impossible and a bit chaotic.

Nov. 19, 2024

FPI Brings Eckhardt's Elite Trading Strategies To YOUR Portfolio

Eckhardt and Dennis proved that trading could indeed be taught and successfully carried on once the traders learned to use rules and discipline to cut through the noise of emotions and intuition. Now advisors on the FPI platform can share the results with their clients.

Nov. 19, 2024

Dynasty Financial Partners Launches Model Select

Dynasty's Model Select program is a turnkey solution utilizing top-down portfolio construction, pairing quantitative signals with qualitative insights to build portfolios using passive and active strategies.

Nov. 12, 2024

Dynasty: Why And How Clients Leave

The Dynasty Connect Survey lays bare the reality that, emotionally, breaking up with a financial advisor is hard for many investors to do, even though, legally, making that switch is straightforward and can often be facilitated by the new advisor.

Nov. 12, 2024

Buckingham Strategic Partners: Charge What You're Worth

Despite a number of so-called existential threats from low-cost advice providers like robo-advisors, volatile markets and increased competition, the “price” of a typical wealth management service offering has remained at 1% for the first million dollars in assets managed.