Vanguard Fund Climbs 136% in 3 Years Vanguard fund rose 136% over three years to Apr 17, 2026 (annualized ≈33.1%); institutional investors should assess concentration, liquidity, and valuation risks now.

Vanguard Fund Climbs 136% in 3 Years: Vanguard fund rose 136% over three years to Apr 17, 2026 (annualized ≈33.1%); institutional investors should assess concentration, liquidity, and valuation risks now. 👈 Read full analysis #VanguardFund #Investing #Finance #InvestmentStrategy #FinancialAdvisors

American's Retirement Security ‘Magic Number’ Increases $200K to $1.46M Outliving savings and the continued viability of Social Security are top retirement concerns, according to a Northwest Mutual study.

The retirement “magic number” just jumped to $1.46M...
That is a $200K increase in a single year.
Yet nearly half of Americans do not think they will be ready.
rethinking65.com/americans-re...
#Rethinking65 #RetirementPlanning #FinancialAdvisors

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𝐋𝐚𝐭𝐞𝐬𝐭 𝐍𝐞𝐰𝐬: Cambridge Investment Research, Inc. 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐬 𝐈𝐧𝐝𝐲, 𝐚𝐧 𝐀𝐈-𝐏𝐨𝐰𝐞𝐫𝐞𝐝 𝐂𝐡𝐚𝐭 𝐀𝐬𝐬𝐢𝐬𝐭𝐚𝐧𝐭 𝐟𝐨𝐫 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬

Read the full article here: rethinking65.com/cambridge-la...

#Rethinking65 #FinancialAdvisors #WealthManagement

Need to survey #financialadvisors, but don’t have the budget? The next wave of Q&A: Financial Advisors - @Pollara's budget-friendly national #omnibus survey amongst financial advisors will be launching in Mid-April, results in May.

See our prospectus: www.pollara.com/qa-financial...

Department of Labor Removes Rule Imposing Fiduciary Standard on Brokers After two court decisions vacated the 2024 retirement security rule, the DOL restores ERISA's five-part test for determining fiduciary status.

We’re back to 1975… Are you Positioned for 2026 with clients? Fiduciary status now depends on the Erisa 5-part test created nearly 50 years ago.
rethinking65.com/department-o...

#Rethinking65 #FinancialAdvisors #investing

[shellblack logo] image of two women looking at a computer monitor with a man in the background Increase CRM Efficiency Partner with ShellBlack to maximize Salesforce [Salesforce Partner Since 2010 logo] shellblack.com

Is your CRM helping or hindering growth? We customize #Salesforce to match wealth firms' unique needs. Our clients include 40% of Barron’s top 20 RIAs & Mega RIAs, who trust ShellBlack to drive growth. 

www.shellblack.com/services/?ut...

#ShellBlack #WealthManagement #FinTech #FinancialAdvisors

Even before the Mid-East conflict, the Fed's favored #inflation gauge, the Personal Consumption Expenditure [PCE] moved in the wrong direction of its 2% inflation target. #Staytuned 

Source: Richard Bernstein Advisors 26.3.13

#financialnewsyoucanuse #investmentadvice #financialadvisors

Where OBBBA delivers the biggest tax cuts New Tax Foundation research reveals which households and regions gain most from President Donald Trump's One Big Beautiful Bill Act.

President Trump’s OBBBA tax cuts vary widely by state and income. New Tax Foundation research shows how the impact could play out in coming years. #tax #OBBBA #financialadvisors

Inside the programs reshaping financial planning's talent pipeline The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.

Can the wealth management industry move past its patchwork of titles and credentials? A growing number of academic programs working to formalize the profession think so. #CFP #financialadvisors #wealthmanagement

Coventry Becomes Exclusive Life-Settlement Sponsor Of NAIFA KUALA LUMPUR, Feb 23 (Bernama) — Coventry has announced a new category-exclusive national sponsorship agreement with the National Association of Insurance and Financial Advisors (NAIFA), under which it will serve as NAIFA’s exclusive Gold sponsor in the life settlement category. Under the agreement, Coventry will support advisor education and engagement on the secondary market for life insurance, with a focus on improving awareness of how life settlements can be incorporated into broader financial planning strategies. Coventry Chief Executive Officer, Reid Buerger in a statement said the partnership reflects the growing need for advisers to deliver more holistic and informed guidance […]

Coventry Becomes Exclusive Life-Settlement Sponsor Of NAIFA #LifeSettlement #Insurance #FinancialAdvisors #NAIFA #Coventry

Gold at $5,000: What a Divided Fed, a Partial Shutdown, and Record ETF Inflows Are Telling You About the Market WiseGold Weekly Pulse | February 20, 2026 Coverage Period: February 14, 2026 (00:00:00 EST) to February 20, 2026 (11:00:00 EST) Executive Summary The past week saw financial markets navigating a compl...

Gold at $5,000: What a Divided Fed, a Partial Shutdown, and Record ETF Inflows Are Telling You About the Market

linkedin.com/pulse/gold-5...

#WiseGold #Gold #PreciousMetals #MacroEconomics #FederalReserve #FinancialMarkets #WealthManagement #FinancialAdvisors #MonetaryPolicy

#financialadvisors charge £300/hour for information that should be free. ngl it's a brilliant scam.

There's a key difference in portfolio management: account level vs. household level. We choose household. Learn why: pathview.com/account-level-vs-househo... #WealthManagement #InvestmentStrategy #FinancialPlanning #FinancialAdvisors

73% of financial advisors never cross $500K in revenue. Not because they lack talent, because they lack systems. The gap is architecture, not effort.
#FinancialAdvisors #WealthManagement

These are the top 40 brokers under 40 in 2026 Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.

📣 Join us in congratulating the 2026 Top 40 Brokers Under 40, featuring advisors from Merrill, Morgan Stanley, JPMorgan, Raymond James, UBS and Janney Montgomery Scott. ✨ See who made the cut: #financialplanning #brokers #financialadvisors

I am often asked: What role do #financialadvisors play in #cyberprotection? My answer: Technology matters, but that doesn’t mean trust doesn’t. With #AI, it’s human network & connection are key. You know your clients.

Pollara’s budget-friendly omnibus of financial advisors Q&A: Financial Advisors Pollara’s budget-friendly omnibus amongst financial advisors Do you need to survey financial advisors, but don’t have the budget?  Ask questions on our national omnibus survey…

We're extending the deadline for finalizing questions for the Q1 wave of *Q&A: Financial Advisors* - Pollara's quarterly #omnibus survey of Canadian #FinancialAdvisors.

Need to ask questions amongst FAs? Contact us at information @ pollara dot com by Feb 23.

www.pollara.com/qa-financial...

📣 Calling all financial advisors: Have questions for your peers about client or practice management? We want to hear from you in our Ask an Advisor series. Email queries to reporter robert.burgess@arizent.com or post in comments below. @robaburg.bsky.social #RIAs #financialadvisors #wealth

12 Best AI CRM Tools for Financial Advisors to Streamline Business Processes Are you handling client calls, reviews, notes, reminders, and office work all at the same time and thinking about how to make daily work more sorted and relaxed?  Many financial advisors ask this question during normal office hours. Business processes in advisory work need clarity, order, and steady flow. AI CRM tools help manage work […] The post 12 Best AI CRM Tools for Financial Advisors to Streamline Business Processes first appeared on Flowster.

12 Best AI CRM Tools for Financial Advisors to Streamline Business Processes: Are you handling client calls, reviews, notes, reminders, and office work all at the same time and thinking about how to make daily work more sorted and… #AI #CRM #FinancialAdvisors #BusinessProcess #TechForFinance

Financial Advisors, we, at Daniel's AI Solutions, wish you and yours a Prosperous New Years. #AI, #financialadvisors, #newyears, #2026, #fyp

Whether you're filming yourself or using animation, video marketing is now necessary for growing your financial advisory practice.
#FinancialAdvisors #VideoMarketing #FinancialServices #SouthAfricaBusiness #ClientTrust
www.astralstudios.co.za/financial-ad...

Keith ("Sunny") Loveland, Juris Doctor

Keith ("Sunny") Loveland, Juris Doctor, AIF®, AIFA® contributed to the fourth major revision of the Prudent Practices for Investment Advisors...

Read More:
www.lovelandconsulting.com/Keith-Lovela...

#KeithLoveland #LovelandConsulting #InvestmentAdvisors
#AIFA #PrudentPractices #FinancialAdvisors

Financial Advisors, enjoy the turkey, pie, and deviled eggs. We will man the phones with our AI Agents. Happy Thanksgivings! #AI, #financialadvisors, #thanksgiving, #deviledeggs, #fyp

Financial Advisors, as the holidays are here, let AI answer your calls, schedule appointments and find potential clients. Let my AI Agents give you the time to celebrate with your family. Comment "AI" to gain that freedom. #AI, #financialadvisors, #family, #holidays, #fyp

Young Wealthy Ditch Advisors Ignoring Bitcoin & Crypto Young wealthy Americans demand crypto in their portfolios. Advisors ignoring Bitcoin risk losing clients. Understand the shift.

Blockchainbulletin News!
Are you a financial advisor ignoring Bitcoin? Young, wealthy Americans are actively seeking new advisors who embrace crypto in their portfolios. #CryptoInvesting #WealthManagement #FinancialAdvisors

Click here↓↓↓
blockchainbulletin.net/2025/11/24/t...

Financial Advisors, your time is a rare commodity. Let our AI Agents answer calls and schedule your appointments and instantly turn potential clients into scheduled meetings. Comment "AI" to save time, money, and effort. #AI, #financialadvisors, #time, #money, #fyp

Financial Advisors, our AI can answer calls, send emails, schedule appointments and find new potential clients. Our AI Agents can save you time, effort, and money. Comment "AI" to get started. #AI, #financialadvisors, #time, #money, #fyp

Ideas, Tips, and Insights on Networking & Growth | Omaada Blog Introduction In a data-driven financial world, personalized client management is no longer a luxury—it’s a necessity. Financial advisors manage diverse portfolios, regulatory obligations, and growing ...

Custom CRM for Financial Advisors – Key Features, Benefits & Real-World Use Cases

www.omaada.com/blogs/253860...

#CustomCRMforFinancialAdvisors #FinancialCRM #FinancialAdvisors #CRMfeatures #CRMbenefits #WealthManagement #CustomCRM #FinanceTechnology #ClientManagement #CRMSolutions

Custom CRM for Financial Advisors – A Complete Guide to Boosting Productivity & Compliance Efficiency Explore how a Custom CRM for Financial Advisors enhances productivity, automates compliance tasks, and streamlines client management for growth.

Custom CRM for Financial Advisors – A Complete Guide to Boosting Productivity & Compliance Efficiency

#CustomCRMforFinancialAdvisors #FinancialCRM #WealthManagement #FinancialAdvisors #ProductivityBoost #ComplianceEfficiency #CustomCRM #CRMSolutions #ClientManagement #FinanceTechnology

💶USD Extends Its Slide!

The #USD weakens for the 2nd straight day amid falling Treasury yields, U.S. shutdown worries, and stronger risk appetite.

#EURUSD and #Gold are gaining momentum as traders position for key Fed signals ahead.⚡📊

#news #UAE #EUR #Market #investing #Europe #Financialadvisors