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title: Milton adds to climate-change worries for retirees
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| View in browser The pulse of the financial advisory industry  TOP NEWS Milton adds to climate-change worries for retirees The hurricane is the latest severe-weather event in a retirement destination, underscoring the concerns about climate change that clients bring up, financial planners say. READ MORE Time to get on the China ETF train? Advisors speak up Chinese stocks have been flying for the past month. Should US wealth managers go along for the ride? READ MORE PREMIUM CONTENT An in-house dream team: How coaching and mentorship elevate advisor capabilities In ‘finding what clicks,’ MassMutual is walking the walk when it comes to coaching READ MORE PREMIUM CONTENT A no-nonsense take on diversification and risk Why alternatives, global credit, and real assets are the key to Brinker Capital’s winning strategy READ MORE The 5-step branding process for new RIAs The brand of your RIA should be extensions of the firm’s philosophy and the firm’s name, share advisors. READ MORE VIDEO American Century fund manager names top small-cap stocks Trevor Gurwich, senior portfolio manager at American Century Investments, sits down with InvestmentNews anchor Gregg Greenberg to offer his top picks in the small-cap arena. WATCH MORE Helping advisors tackle margin compression Advisor fees have remained relatively steady despite free compression across the industry. However, clients now expect more bang for their buck, says AssetMark's Matthew Matrisian. READ MORE OPINION Time to take some chips off the table CEO says S&P 500's rate of growth, led by the top 10 names, is unsustainable. READ MORE MORE NEWS Social Security COLA flattens to 2.5 percent in 2025 The benefit boost announced for next year aligns with historical averages but could still leave inflation-shocked retirees wanting. READ MORE Tech-centric RIA Farther gets $72M vote of confidence in latest funding round The $5B firm's latest financial infusion from Alphabet subsidiary CapitalG and other investors will fuel its continued expansion efforts. READ MORE $300M Osaic advisor team comes home to Equitable The women-led group of advisors with more than 60 years of combined experience are rejoining the firm's supported independence platform in Hawaii. READ MORE Envestnet boosts efforts at HNW and UHNW advisor support The wealth tech behemoth is expanding its distribution and product suite to address the increasingly important space. READ MORE Fidelity reports data breach exposing 77,000 customers' personal data The investment giant said Social Security numbers, driver's licenses, and other sensitive information was compromised by a third party using newly established accounts. READ MORE Another ex-Edelman advisor joins Baird in Virginia The employee-owned hybrid firm's latest hire in Fairfax reportedly managed $285M at his previous firm. READ MORE $26B RIA EP Wealth strikes private market alliance with Opto Investments The tech-driven alts platform will provide support to advisors seeking customized portfolio access for their high-net-worth clients. READ MORE Advisors' economic optimism slips as pivotal election nears Growing uncertainty and short-term volatility are weighing on RIAs, with nearly half seeing at least some likelihood of recession. READ MORE Investors increasingly using ETFs for CLO bets, says BofA Recent $428M single-day inflow record speaks to a broader retail trend. READ MORE September inflation surprise amps up uncertainty on Fed cuts Larger-than-forecast CPI print complicates the next steps on policymakers' path to price stability. READ MORE OTHER NEWS Vatican Bank terminates couple amid ban on married employees: reports Bank says decision 'in no way intended to question the right of two people to be united in marriage' . READ MORE Want to change how you receive these emails? You can manage preferences or unsubscribe © 2026 KM Business Information US, Inc, 575 5th Ave,14th floor, New York, NY 10017 Privacy \| Conditions of Use \| About Us \| Contact Us |
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