The financial advisory landscape is currently defined by a striking paradox: while the "fee-only" fiduciary model commands the highest levels of client satisfaction and loyalty in the industry, it is steadily losing market share to hybrid and insurance-licensed competitors. A first-of-its-kind research report from Cerulli Associates, commissioned by the Indiana-based fee-only firm Credent Wealth Management, […]
The United States has firmly entrenched its status as the world’s primary engine of private philanthropy, with the ultra-high-net-worth (UHNW) population—defined as individuals with a net worth of $30 million or more—donating approximately $107 billion to charitable causes in 2025. This figure, revealed in the newly published High Net Worth Philanthropy 2026 report by Altrata, […]