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.

National, Trade/B2B

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Finance/Investing

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Articles

Yale's $2.5B Private Equity Sale Tests Its Vaunted Endowment Model

1 day ago | fa-mag.com | Allison McNeely |Marion Halftermeyer |Dawn Lim |Preeti Singh

Yale University’s $41 billion endowment, led for decades by the late investing giant David Swensen, has been the envy – and the blueprint — for many US universities eager to secure their financial future. Swensen was the face of higher education’s embrace of private equity, illiquid investments held for the long term. His push beyond the traditional stocks and bonds portfolio was a major part of the endowment’s size doubling five times over. And where Swensen went, others followed.
Traders Embrace September Fed Rate Cut Amid Job Market Weakness

2 days ago | fa-mag.com | Liz McCormick |Elizabeth Stanton

Bond traders priced in an earlier start to expected Federal Reserve interest-rate cuts on fresh clues the US job market is losing momentum. They anticipate the Fed will lower rates as soon as September, versus October previously, while continuing to fully price in at least one additional quarter-point cut by year-end.
Johnson Says He's Fighting To Keep $40,000 SALT Cap In Trump Bill

2 days ago | fa-mag.com | Lisa Abramowicz |Erik Wasson |Annmarie Hordern

House Speaker Mike Johnson said he is fighting to maintain the new $40,000 cap on state and local deductions in the draft tax bill now before the Senate, where Republicans are seeking to enact a less generous break. “I am certainly trying to hold to that number,” Johnson said on Bloomberg TV on Thursday.
How Do You Grow Your Firm Quickly?

2 days ago | fa-mag.com | Jennifer Reed

A lot of advisory firms would like to know how to grow—and to grow quickly. But a lot of them don’t know how to crack the code. A panel of consultants talked about what firm founders and leaders can do to get their firms in the fast lane—offering insights on items such as firms’ tech stacks and developing talent—at BNY Pershing’s Insite 2025 conference, being held this week in Maryland.
7 Reasons Not To Create A Private Family Foundation

3 days ago | fa-mag.com | Russ Prince |Homer Smith

Creating a private family foundation offers affluent families a structured way to direct their philanthropic efforts and establish a lasting legacy that aligns with their values. However, this endeavor also poses a unique set of challenges. Understanding the obstacles and potential rewards is essential for families contemplating this path. Reason #1: High Setup And Maintenance Costs The initial and ongoing expenses of establishing a private family foundation can be significant.
JPMorgan Hands Lake, Seen As A Contender To Succeed Dimon, More Responsibility

3 days ago | fa-mag.com | Aisha Gani

JPMorgan Chase & Co. is putting Marianne Lake, one of the leading contenders to one day take over for Chief Executive Officer Jamie Dimon, in charge of strategic growth and the firm’s fast-growing overseas consumer bank. The appointment follows the departure of Sanoke Viswanathan, who’s leaving to become CEO of the data company FactSet, according to a memo to staff seen by Bloomberg News.
Trump Team Signals It Wants To Keep Control Of Fannie, Freddie To Boost Budget

4 days ago | fa-mag.com | Scott Carpenter

Signs are emerging that the Trump administration may be less willing to give up control of mortgage giants Fannie Mae and Freddie Mac than investors have bargained for, as policymakers scrounge for ways to close US budget gaps. In recent social media posts, Donald Trump said he’s exploring the sale of new shares in the two companies, which play a key role in determining how much Americans pay for home loans — but he also made clear the government will keep a strong oversight role.
FP Alpha Launches AI-Boosted Estate Planning Tool

4 days ago | fa-mag.com | Jennifer Reed

FP Alpha has launched an AI-updated version of its Estate Insights program that can scan a client’s estate planning documents, subject them to questions and decision trees developed by estate planning attorneys, and give financial advisors client-specific action plans. “What we've done very differently and why this is a huge improvement is that before the insights were more probabilistic,” said Andrew Altfest, a CFP and founder of FP Alpha.
Goldman Eyes Biggest Fund Yet To Snap Up Discarded Buyout Stakes

5 days ago | fa-mag.com | Katherine Burton |Sridhar Natarajan |Preeti Singh

Goldman Sachs Group Inc. is embarking on its most ambitious effort yet to offer an exit ramp for investors trapped in buyout funds. The firm’s asset-management unit has been pitching investors on the 10th iteration of its flagship secondaries fund, seeking to top the $14.2 billion it brought in for the preceding vehicle, according to people with knowledge of the matter.
Supreme Court Lets Finra Case Proceed In Test Of Wall Street's Self Regulation

5 days ago | fa-mag.com | Greg Stohr

The US Supreme Court let the Financial Industry Regulatory Authority proceed with disciplinary proceedings against a brokerage accused of stealing from customers in a case testing Wall Street’s longstanding reliance on self-regulatory organizations. The justices without comment turned away an appeal from Alpine Securities Corp., which argued that a lower court didn’t go far enough when it blocked Finra from expelling the brokerage until the Securities and Exchange Commission weighs in.