1+ day, 1+ hour ago  (718+ words) Many investors deploy sophisticated strategies (that will likely underperform) while leaving the low-hanging fruit to rot. If you want apples, you have to shake the trees." In the example above, stashing $50, 000 in a high-paying money market account (whether at a…...

3+ day, 9+ hour ago  (314+ words) Eli Lilly said on Thursday its retatrutide cleared a late-stage trial, helping patients lose an average 29% of their weight across 80 weeks." Pharma companies are one-upping each other's GLP-1s. Eli Lilly said Thursday that its next-gen drug, retatrutide, cleared a late-stage…...

3+ day, 9+ hour ago  (266+ words) Though it can be tricky to model in" financial planning software, using a TIPS ladder to delay Social Security is a powerful strategy. Like a bridge over troubled waters." For Nathan Dutzmann, CIO at Round Table Investment Strategies, the preferred…...

3+ day, 9+ hour ago  (461+ words) There are plenty of opportunities for advisors as Americans seek out more personalized recommendations. The only bad questions are the ones left unasked; that's especially true in retirement planning. Anxiety about their lives after giving up full-time professional careers might…...

3+ day, 9+ hour ago  (354+ words) Clients who thrive in retirement aren't necessarily the wealthiest, but have designed their next chapter before leaving the last one. It's tempting to think of retirement as a math problem. Save enough to leave the paycheck behind and, voil, the…...

4+ day, 9+ hour ago  (492+ words) There are a whopping 23 banks named on the cover of the Space X prospectus, with Goldman Sachs holding the lead-left spot. It's news everyone saw coming from 239, 000 miles away (that's the distance to the moon, where Space X plans to…...

4+ day, 9+ hour ago  (323+ words) Announcements by two of the leading turnkey asset management platforms this week are clear moves towards open-architecture systems. There's sure to be some discomfort along the way, however, as advisors adapt new workflows and even new philosophies about delivering value…...

4+ day, 9+ hour ago  (450+ words) The initiative is just the latest in the alternative space as asset managers, record keepers, and even politicians do all they can to introduce the public to private markets. Private property. C'mon in. Private markets have long been limited to…...

5+ day, 9+ hour ago  (311+ words) Two prominent providers are bringing 2x strategies to the world of software investing. AI investing is booming. Why not double it? The Defiance filings will double returns based on the performance of companies like quantum computing company Horizon Quantum, circuit board…...

6+ day, 9+ hour ago  (397+ words) An advisor's role doesn't end after an inheritance. There's a whole bunch of money changing hands in the coming years, but how can advisors help their clients who have inherited their parents' wealth? "We're maybe in the bottom of the…...