Burlington, Massachusetts-based Affinia has 10 professionals overseeing $418 million in assets.
The firm said it is up 42 financial advisors compared to the first quarter.
In fiscal 2023, grants were up 11%, surpassing $2 billion, according to the sponsor of donor-advised funds.
AI stocks are down 2% in the past week, leading advisors and portfolio managers to debate whether the sector’s best days are behind it.
The volatility in publicly traded real estate stocks begs the question as to the best way to allocate to the sector.
Without proper estate planning, 58% of respondents have experienced family disputes and having assets fall under court control.
'If the dollar comes down, then you get a double bonus for investing offshore,' says Citi Global Wealth's CIO.
Client feelings of certainty and happiness are main benefits of adding annuity option to retirement plans, says advisor.
'Advisors better wake up' — study reveals 61- to 65-year-old women are more likely to buy an annuity than men of the same age.
Advisor urges peers to educate themselves on elder care to help Gen Xers navigate tricky retirement landscape.
