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00:01:07

Divorce: What Your Clients Need, Part 3

In this final episode, divorce expert Kathy Costas explains financial advisors can help clients going through the process by setting expectations and monitoring the budget.
00:01:29

Divorce: What Clients Need, Part 2

Help clients avoid these common mistakes that can result in a more contentious, expensive process, says advisor and divorce expert Kathy Costas. To view...
00:01:01

Divorce: What Clients Need, Part 1

Kathy Costas, financial advisor and divorce expert, says a bulldog attorney is not what your clients need. Instead, look for this trait in a lawyer.

Bankman-Fried: A Warrior Against Artificial Intelligence?

Many like Bankman-Fried who embrace "effective altruism" believe AI could eventually destroy the world or damage humanity.

Student-Loan Borrowers Remain in Limbo

With student loan forgiveness on shaky ground, families need clarity and some confidence boosters. (By Beth V. Walker)

Why Office Buildings Are Still in Trouble

Big office-building owners were hoping to move on this fall from a nightmarish two years. Instead, things got worse.

Epstein Estate Settles Claim Involving Phony Financial Advisory Firm

It has agreed to pay millions to settle claims Epstein used the U.S. Virgin Islands for sex trafficking masquerading as a financial advisory firm.

An Unexplained Injury After Eye Surgery

Who should foot the bill when routine surgery goes wrong? And what are doctors obligated to note in medical records?

Breaking Up Is Hard to Do

Sticking with the wrong clients can negatively impact your business, Is it time to cut ties? (By Genevieve Thayer)

Elite Business School Students Question Capitalism, But Still Want Fat Paychecks

Nevertheless, the curriculum has changed dramatically. More than in previous decades, students want lessons that go beyond accounting.

As Gen X and Boomer Clients Age, They Confront Living Alone

More Americans are living alone, including 36% of those 50 and over. The trend, driven by many factors, affects financial planning.

BofA: Recession May Force Fed Rate Cut in 2023

A slowdown in rate hikes would tamp down 10-year Treasury yields and some of the volatility that has plagued investors this year, BofA says.

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BofA: Recession May Force Fed Rate Cut in 2023

A slowdown in rate hikes would tamp down 10-year Treasury yields and some of the volatility that has plagued investors this year, BofA says.

DOL Reverses Trump on ESG Investments in Retirement Plans

The rule makes it easier for plans to offer socially responsible investments, but traditional financial factors must be considered.

SEC Charges Goldman Didn’t Follow ESG Policies

The SEC fined Goldman Sachs Asset Management $4 million for not following ESG policies and procedures.

Hedge Fund Challenges Envestnet

The hedge fund has criticized the board for ballooning costs and authorizing rich paydays for management and board members.

Older investors Still Seeking Guidance From Advisors

A survey of investors 50 and over who consult advisors on wealth management shows what’s top of mind.

Cancer Diagnoses Lag After Screenings Fall During Pandemic

Although Americans are getting back to a normal way of life, they still appear to be avoiding the healthcare system, new research finds.