Articles written by Benzinga Advisor

Most Americans Say Their Finances Are Getting Worse, Survey Finds

More than half of respondents now expect the stock market to decline, a reversal from earlier this year when optimism was stronger.

Homebuilders Are Slashing Prices — But Only In Certain Markets

Thanks to years of aggressive construction during the post-pandemic housing boom, some builders are sitting on a glut of "spec homes."

Gen Z And Crypto: How Younger Generations Are Weighing Risk In Investing

More Homes Hit The Market, But Pending Sales Dip As Buyers Hesitate

Spring brings more homes to the market, but high mortgage rates and prices make buying difficult. Uncertainty remains for buyers and sellers.

What's Actually Driving The Latest Gold Surge? Several Factors Are At Play

There are plenty of ways to invest in gold, and it's not just about buying physical bars. The spot market remains a major force.

27% Of DIY Investors Want A Financial Advisor In The Next 12 Months

Average Tax Refunds Increase In 2025 Despite Fewer Early Filers

The IRS has distributed over $102.2 billion in refunds so far, marking a 10% increase over the same period in 2024.

Family Offices Embrace Alternative Investment Funds To Protect Wealth In 2025

Family offices are increasingly investing in AIFs to diversify risk and protect wealth in volatile markets. Advisors should focus on expertise and customization to meet this demand.

Social Security Is Now Even Less Reliable For Millennials Than Ever

While the Social Security Administration speeds up the implementation of a new law, day-to-day tasks are about to get a lot slower.

Advisors Remain Divided On Crypto, But SEC Approvals, Demand Are Shifting Views

Cryptocurrency rise and friendly administration leave advisors conflicted. Most see need for education and await SEC approval for ETFs.

RIA Acquisitions Are At Record Highs - Here's Why

Americans Want To Quit Their Vices - And Advisors Can Help

Fully one-third of Americans are planning to reduce how much they spend on "financial vices" because of the economy, according to research from Bankrate.com.

What Tax And Investment Planning Will Look Like Under Trump 2.0

Trump's tax cuts likely to be extended, estate tax may be repealed, more changes for investments, advisors should expand knowledge on crypto.

How The Adviser Shortage Creates An Opening For Independent RIAs

Assets managed by advisers continued to grow in 2023, hitting a record $31.3 trillion, according to a new report from Cerulli Associates.

Gaps In RIA Succession Planning Reveal Opportunities

Q4 Market Roller Coaster Reveals Retirement Planning Pitfalls

The roller coaster markets of the last quarter of 2024 hold some important lessons for how advisors should approach retirement planning with their clients.

New Generation Beta Brings Fresh Financial Planning Challenges, Opportunities

Generation Beta, born on Jan. 1, 2025, faces a unique financial landscape. Financial advisors must guide parents in long-term planning, as this generation may never retire.

'Most Crypto-Foward' RIA Slams Bitcoin Forecasts From Michael Saylor, Others: 'Disvalues It To Me'

"I think that's a ridiculous number."

Americans Regret Retirement Prep As Advisors Rethink 2025 Strategies

Financial Advisor Calls Stocks 'Dinosaur Bones' — But Likes Some ETFs

Tyrone Ross Jr. sat down with Benzinga's Chief Content Officer Brad Olesen in a multipart interview series to discuss how his financial planning firm, 401 Financial, is educating clients about cryptocurrency and Bitcoin (CRYPTO: BTC) and avoidi