The S&P 500 BDC Total Return Index increased 27.6 percent in 2023, with about half of that return coming from capital appreciation.
The country’s advisors are retiring, along with their baby boomer cohorts, exactly when those clients need advisors' services the most.
Unemployment is below 4 percent, but the rate for military spouses is 21 percent, with more than 90 percent of them being women.
For many savvy advisors, especially those who are minorities themselves, minority communities offer huge potential.
The financial author and motivational speaker interviewed more than a dozen private equity giants to discover how they made their billions.
Should advisors receive a cash prize for catching potential money launderers?
An overwhelming 73% of the new ETFs rolled out last year were actively managed.
A new report shows nearly a third of couples surveyed only 'somewhat agree' that they share the same financial goals.
A successful preferred investment involves getting two things right: the future of the underlying company and the future of interest rates.
The big question now facing covered call ETF holders is whether they should banish those bear market memories and let their index holdings ride uncovered.
