Diana Li is a spring reporting associate for Financial Planning. She's a master's candidate at New York University and has experience in Beijing bureaus of The Wall Street Journal, Reuters, The Financial Times and Xinhua News.
She's on Twitter @diana_k16.
Financial advisors can achieve up to 10.25% annual return, betting on recent college graduates who don’t want to damage their credit.
Higher fees, illiquidity and lack of transparency raise questions about suitability.
The second annual award will identify and celebrate young RIA professionals and career changers who are advancing the profession.
An Ameriprise study found that firms are craving technology talent during the Great Resignation.
In a symposium, SEC Chair Gensler voiced concern about the technologies’ possible conflicts, biases and systematic risks.
A study by the EU Business School found that thematic ETFs have higher expenses, higher risks and lower diversification.
An Edward Jones study found that financial advisors can play a huge role in the well-being of retirees by helping to start the planning process early.
Market volatility and the Fed's interest rate increases aren't likely to reverse the trend.
While the regulator claims stricter access and education requirements may protect retail investors, it’s argued that financial advisors can do a better job.
Seniors lose more than $3 billion each year in financial scams. A panel looked at how they can protect themselves, and how trustworthy advisors can help.