Financial Advisor
Financial Advisor is a magazine dedicated to financial services, providing valuable market insights for financial advisors. It features articles that emphasize strategies and management tips aimed at advisors who work with high-net-worth clients. The publication is specifically designed for financial planners, investment advisors, and broker-dealers.
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Global
#455521
United States
#125454
Finance/Investing
#1130
Articles
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1 day ago |
fa-mag.com | Michael Msika |Julien Ponthus
The risk of a speculative stock-market bubble is increasing as expectations of U.S. interest-rate cuts draw massive investment flows into equities, according to Bank of America Corp.’s Michael Hartnett. With the U.S. moving closer to trade deals with China and other partners, tariff wars and geopolitics are becoming less of a concern for investors.
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2 days ago |
fa-mag.com | Silla Brush
Larry Fink is taking the next step in his plan to give possibly millions of Americans access to private markets through their retirement savings accounts. BlackRock Inc. said Thursday that Great Gray Trust Co., which provides services for more than $210 billion in assets, plans to start a target-date fund that will include private credit, along with BlackRock private equity, stock, fixed income and other investments.
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3 days ago |
fa-mag.com | Sarah Rappaport
It wasn’t so long ago that headlines proclaimed San Francisco to be “dead” or in a “doom loop.” But the city is now undergoing a major renaissance in its luxury housing market, according to the Sotheby’s International Realty 2025 Mid-Year Luxury Outlook report, shared exclusively with Bloomberg Pursuits before its publication.
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4 days ago |
fa-mag.com | Scott Winters
Editor’s Note: The Robots Are Coming is a multi-part series by Scott Winters that explores how artificial intelligence is reshaping the role of financial advisors. From humanoid avatars to intelligent automation, each article breaks down the threats, tools, and transformations that will define the next decade—and the advisors who survive it. This is the seventh article in the series.
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4 days ago |
fa-mag.com | Karen DeMasters
For the first time in three years, total charitable giving outpaced inflation and reached record highs, according to a report by the Giving USA Foundation. A strong stock market and GDP growth helped fuel the increase in total giving, which was led by individual and corporate gifts. The slowdown in inflation helped push the totals over the rate of inflation, the report said. Giving totals for 2024 were estimated at $592.5 billion, a 6.3% increase over 2023.
Financial Advisor journalists
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