Courtney Hoff

The International Ethics Standards Board for Accountants has proposed new ethics rules to help auditors steer companies away from greenwashing.

Stocks tumbled on Feb. 13, 2024, after new inflation data was released by the Bureau of Labor Statistics. Bloomberg/Michael Nagle

The proposal comes as regulators say they've seen a fourfold increase in suspicious activity tied to RIAs.

In a tough job market, recruiting for the best talent is more competitive than ever. Firms are restrategizing their efforts to woo top financial advisors, while also struggling to replace a large number of those planning to retire. The extra pressure to hire has led to smart strategies that include connecting with colleges, focusing on diversity programs and implementing pro bono work.

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Saving for retirement is a financial goal shared by most, even those at the beginning of their careers for whom retirement is close to a lifetime away. Understanding saving options and staying updated on policy changes that impact retirement saving are important for both financial advisors and their clients to ensure they are getting the most out of their money.

As the wealth management field changes, altering the way professionals work and engage with clients, advisors are seeking ways to adapt and develop skills to meet new demands.

As election season ramps up and debates begin, wealth managers are paying attention to how each candidate is addressing particular economic concerns.

Class actions regarding Ponzi schemes, lawsuits alleging the mistreatment of departing advisors and investigations into pandemic economic relief fraud are among the most recent legal battles in the financial industry.

These two demographics are expanding their wealth and savings, despite economic challenges that cut across their age groups.