How Warren Buffett, the 'GOAT' of Investing, Has Influenced RIAs

Published on May 5, 2025

From the heads of mega-RIAs to solo practitioners, many wealth managers say outgoing Berkshire Hathaway CEO Warren Buffett has impacted their investing and management styles.

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The S&P 500, Dow and Nasdaq Since 2000 Highs as of April 2025

May 5, 2025
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the April 2025 close.

Ed Slott: IRS Just Made QCD Reporting Easier, but Questions Remain

May 5, 2025
Clients can now get 1099s for their qualified charitable distributions. Still, advisors must ensure clients follow the rules.      Related StoriesScared of Serving 401(k) Plan Clients? You May Be Missing OutMorgan Stanley to Offer Spot Crypto Trading to E-Trade CustomersFlourish Annuity Platform Marks Major Expansion