What's a Financial Advisor Really For?

Published on February 4, 2025

Bestselling author Charley Ellis favors indexing and blasts AUM fees but says advisors can still add real value.

Continue reading on website
Other news

EP Wealth Starts 2025 with $500M Nashville Acquisition

February 4, 2025
CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set the stage for long-term organic growth.

Franklin Resources Cuts 3% of Workforce

February 4, 2025
The $1.6 trillion money manager is consolidating operations after clients of its Western Asset unit redeemed $120 billion.