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Veris Economic and Market Update: Q1 2024

Two Veris investment professionals recap the economic and market developments that were most significant in the first quarter. (Veris Wealth Partners)

Wealth Enhancement Group Acquires $809M Retirement Advice RIA

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

Yes, there is a best day of the week to book your flight, study confirms

In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.

Rent Increases Vastly Outstrip Wage Growth in These Markets

A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.

’Staggering Penalties’ Possible For Financial Firms Because of DOL Rules

There’s less leeway to hire independent contractors and the pay threshold for nonexempt employees is rising.

Budgeting for a Loved One’s Care

Here’s how advisors can help client families better manage the challenges that often accompany advanced age.

Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James

The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.

Higher Bond Yields Offers Client Touchpoint

The return of higher yields, Round 2, presents an opportunity to review clients’ asset allocation and risk tolerance.

Sign Here? Financial Agreements May Leave Doctors in the Driver’s Seat

Transgender man who dip into his retirement savings to pay for top surgery fight an unexpected bill despite receiving preauthorization.

Campus Unrest Heightens College-Planning Concerns

Families question options for higher learning as protests over the Israel-Hamas war escalate.

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