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RIA

BlackRock finds 45% of women with $10 million or more in investable assets are unadvised

Based on 1,067 women investors and 409 advisors, the inaugural survey finds women rank growing their wealth first while advisors rank it eighth among what they believe women prioritize.

advisers · Oct 6Cerulli and Morningstar find 10.2% of advisors' wealth clients come from DC plans

advisers · Oct 5Halbert Hargrove built one client's income plan on four unbilled annuities

RIA · Oct 5Fee-based annuities are about 1% of premiums as insurers court RIAs

Moves · Oct 5Cerulli expects 8.6% of US advisors to change firms, putting $3.4 trillion in play

The Close · Oct 5Dunham paper argues long retirements may shrink the wealth transfer

RIA · Oct 5Morningstar survey finds 80% of advisors use AI, but client-facing time stays at 53%

RIA · Oct 5Real estate fraud losses reach $275.1 million; twelve states now have deed-theft laws

RIA · Oct 2Annuity adoption still trails client demand as cost and control objections persist

The Close · Oct 2University of Maryland survey finds bipartisan backing for wealth tax and higher capital gains taxes

income · Oct 1TIAA survey finds 53% of adults fear outliving savings

RIA · Oct 1Guardian survey finds 13% exactly on track to save enough for retirement

income · Oct 1Guardian survey finds 13% on track to save for the retirement they want

Filings · Sep 29IRS rules certain 351 ETF conversions taxable, says more guidance could follow

RIA · Sep 29PNC survey: 89% of owners want combined advice, 55% have it

RIA · Sep 28Cerulli: 73% of RIAs most likely to add junior advisors over two years

InvestmentNews

BlackRock finds 45% of women with $10 million or more in investable assets are unadvised

The Morning Brief