financial-planning

Welcome everyone! Welcome to the 498th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Christine DeMao. Christine is the Chief Operating Officer of Gibson Capital, an RIA based in Wexford, Pennsylvania, that oversees approximately $3 billion in assets under management for 200 client households. What’s unique about Christine, though, is…

For anyone whose day involves advice, planning tools, or portfolio decisions, the substance sits close to home. Generative AI can produce what the regulator called hallucinated outputs – results that are inaccurate or misleading, especially when the underlying data is patchy. Agentic AI raises the stakes by acting on those outputs on its own, which…

Money Talks News may earn commission or revenue through links in the content below. Our editorial team independently selects all products. Compensation does not influence our recommendations. Suze Orman says your daily coffee is costing you a million dollars. Dave Ramsey says you can pull 8% a year out of your retirement savings and never…

A group of 30 retirement industry CEOs signed a joint letter to the Senate Committee on Banking, Housing, and Urban Affairs, urging the senators to pass a bill that would allow collective investment trusts to be used in 403(b) plans. The letter comes as Congress is establishing final priorities before its month-long August recess and…

One of America’s largest automakers is desperate to beat Chinese electric vehicle maker BYD at its own cheap EV game. As Ford was showing off some of its most classic cars at an iconic Washington, D.C. train station near the U.S. Capitol to celebrate America’s 250th anniversary, its CEO, Jim Farley, was thinking about the…

Hightower Advisors, the Chicago-based registered investment advisor with more than $350 billion in client assets, has added three firms, Private Vista, Hightower Great Lakes and The McGuirk & De Nevi Group, to Hightower Signature Wealth, the branded W-2 channel it launched in October. The three practices bring about $5 billion in combined assets under management,…

Commercial buildings illuminated at dusk in Singapore, on Monday, Feb. 2, 2026. Photographer: SeongJoon Cho/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Taiwan’s second-largest contract chipmaker, United Microelectronics Corporation (UMC), announced Tuesday its first mass-produced silicon photonics wafers manufactured within its Singapore facility. UMC is aiming to address the growing demand for high-speed…

Record keepers, asset managers and tech companies spend tens of millions of dollars annually on market research and product development, looking to find the next great thing for defined contribution plans. But there are much simpler ways to determine whether a product or service category will resonate. In the $3 million to $250 million 401(k)…

Halfway through the year, individual and retail investors are navigating an uncertain economic backdrop marked by persistent inflation concerns and elevated interest rates. Two new mid-year outlooks suggested that investors are becoming increasingly selective about where they seek returns. Fortress Investment Group LLC argued in its mid-year outlook that private credit may be better positioned…