Latest News

Husband-and-Wife Practice in Phoenix Affiliates With Commonwealth

Patrick Funke & Associates has $430 AUM and focuses on retirement plans.

RIA Economic Outlook Index Rises as Inflation Worries Ease

Advisors still fear a possible recession, but a major concern expressed by clients may present an opportunity.

Survey Finds Dangerous Disconnect Between G1 and G2

Advisors who don’t adequately prepare for succession risk losing their successors.

N.J. Independent Advisors Could Be Reclassified as BD Employees

The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.

Social Security’s Finances Erode Further and Could Spell Benefit Cuts

If Congress fails to act, the retirement fund will run out earlier than previously estimated.

Most Americans Fear Tariffs Will Hurt Economy and Wallets

A new survey reveals increasing anxiety as price increases affect groceries, clothing and everyday spending.

Survey Highlights Historic Opportunity to Empower More Women to Invest

A Capital Group study reveals four steps financial advisors can take to engage more women clients during the Great Wealth Transfer.

Two Alabama Residents Fleeced in Crypto “Pig Butchering” Scams

The nature of crypto scams makes it harder to recover funds taken by fraud, securities commissioner warns.

Case Highlights the Dangers of Power of Attorney Fraud

An Alabama man got POA over his mother and went on a gambling spree with her savings.

Scam Victims Getting $2M, Courtesy of FTC

Tens of thousands were duped by scammers offering bogus get-rich-quick “kits” and coaching programs.

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