How Retirement Plan Advisors Are Growing in a Margin-Constrained World
Running a retirement plan advisory business is more complicated than it’s ever been. Costs continue to rise, fees remain under pressure and client expectations keep climbing. Yet despite these headwinds, advisors remain notably optimistic. In NMG Consulting’s 2025 Defined Contribution Advisor Insights study, nearly 600 advisors were surveyed, and close to 80% expect revenue growth over the next 12 to 24 months,
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Read MoreQuote of the day by Warren Buffett: ‘Until you can manage your emotions, don't expect to manage money'
Berkshire Hathaway founder and Chairman, Warren Buffett is known for his wealth of investment advice over the years. A few such pointers making the rounds on social media include Buffett’s emphasis on keeping things simple, weighing the pros and cons, and holding on to stocks to see benefits instead of selling at the first spike.
Why These Energy Stocks are Gaining This Week
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
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Read MoreGoldman Sachs CEO David Solomon Says the Tech Sell-Off Is “Too Broad”
The market has been punishing many software stocks recently due to fears that artificial intelligence will disrupt the software-as-a-service business model.
When deciding whether to buy or sell stocks, it’s good to get a wide range of perspectives. No one CEO or industry executive will be right about everything. But when the head of a major Wall Street bank speaks up about a tech sector sell-off,
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Read MoreSocial Security Fairness Act 2026: How the WEP and GPO changes affect your benefits
The Social Security Fairness Act of 2025 eliminated the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), restoring full benefits to 3.2 million public-sector retirees, and retroactively applied to January 2024, resulting in one-time retroactive payments.
Many beneficiaries received significant lump sums and higher monthly payments,
Read MoreThe Burst
Is This Old Buffett Favorite Now Worth Buying?
Once upon a time Wells Fargo was beloved by Warren Buffett. Despite scandal after scandal plaguing the company, his conviction couldn’t be shaken, until finally the accumulation of issues appeared to spark a sell.
As a reminder, here are the scandals that rocked Wells Fargo over the years:
- September 2016: The fake account scandal
- September 2016: Improperly repossessing service members’ cars
- December 2016: Wells Fargo fails its ‘living will’ test
- March 2017: More fake accounts
- March 2017: Flunked community lending test
- April 2017: Whistleblower wins $5.4 million and his job back
- August 2017: Lawsuit over overcharging small business retailers
- February 2018: Sacramento sues over discrimination against black and Latino borrowers
- March 2018: Wealth management investigation emerges
- April 2018: $1 billion settlement for mortgage locks and auto-loan issues
- May 2018: Altering business information without client knowledge
- May 2018: $480 million to settle securities-fraud lawsuit
- June 2018: SEC fine for leading investors astray
- July 2018: Refunds over add-ons like pet insurance and legal services
- August 2018: Hundreds of houses foreclosed on due to computer glitch
- August 2018: Wells Fargo pays $2.1 billion for its role in housing bubble
- March 2019: Wells Fargo among advisors sanctioned by SEC for fee-disclosure practices
Since Buffett offloaded his position,
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Read MoreThe Ivy
Is Buffett Primed To Pounce On a Crash?
In 2024, value investing legend Warren Buffett did the seemingly unthinkable by selling stocks aggressively in a year that saw the S&P 500 climb by about 23 percent.
While the exact figures on Buffett’s selling won’t be known until Berkshire Hathaway releases its Q4 earnings report, the total stood at a staggering $133 billion as of the end of Q3.
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Read MoreThe Spotlight
Secret To Billionaire’s Success Is…
Ray Dalio is the founder and co-chief investment officer of Bridgewater Associates, one of the largest and most successful hedge funds in the world. So, what is the secret to his success and how did he get so rich?
How Has Dalio Crushed The Market?
Hedge Fund Research reports that Bridgewater’s flagship pure alpha fund generated an annualized return of 12.6% since its inception in 1991,