The 1% AUM Fee Is Fading Fast: Cerulli

Published on April 30, 2025

Financial professionals must adapt their fee structures to cater to the next generation of clients, a study found.

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Moving Averages of the Ivy Portfolio and S&P 500: April 2025

April 30, 2025
Valid until the market close on May 31, 2025This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

Barry Ritholtz Sees ‘Genuine Risk' for Clients Who Need Money In Next Few Years

April 30, 2025
Months ago, the Ritholtz Wealth CIO told clients to tune out the noise. But the message has evolved.      Related Stories1% : CerulliEquitable: Volatility Helps Push Individual Annuity Sales HigherFINRA Seeks to Ease Reporting Rules on Side Gigs