In today’s financial advisory landscape, an often-overlooked challenge is emerging as a significant threat to both clients and advisers alike: the intersection of client health risks and financial stability. As the population ages, with many advisory clients in their 60s and 70s, issues like
As the financial sector braces for another transformative year, the importance of staying ahead of technological disruptions, regulatory shifts, and evolving customer expectations has never been more apparent. In 2026, a series of pivotal banking and fintech conferences will offer industry
In the ever-shifting landscape of income-focused investments, the Highland Global Allocation Fund (HGLB), a closed-end fund listed on the NYSE and managed by NexPoint Asset Management, has captured attention with its Q4 2025 distribution announcement, declared on October 1 in Dallas, TX. HGLB
In an era where financial pressures on younger generations continue to mount, a transformative shift is occurring in how wealth is passed down through families, moving away from traditional posthumous inheritances toward a practice known as "giving while living." This trend, increasingly popular
In a decision that has sent ripples through the wealth management industry, a federal judge has denied Merrill Lynch’s request for a temporary restraining order against a massive team of over 100 advisors who collectively managed $129 billion in assets before leaving the firm. This group, formerly
In an era defined by swirling economic uncertainties and escalating geopolitical tensions, institutional investors managing vast pools of capital are facing challenges unlike any seen before, and funds such as CalSTRS, the San Francisco Employees’ Retirement System, and APG Asset Management, which
