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Financial Advisor Magazine (FA Mag)

Financial Advisor Magazine (FA Mag)

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Planning, portfolio construction, retirement, insurance, and tax topics for advisors.

Recent Posts

Carlyle CEO Says Firms Erred Labeling Retail Funds 'Semi-Liquid'
News•Feb 26, 2026

Carlyle CEO Says Firms Erred Labeling Retail Funds 'Semi-Liquid'

Carlyle Group CEO Harvey Schwartz warned that asset managers mischaracterized retail‑focused private funds as “semi‑liquid,” when many can be effectively illiquid. He made the comment during a shareholder presentation, emphasizing that the industry should have been more forthright about liquidity constraints. The remark spotlights growing scrutiny over the suitability of private‑market investments for individual investors, who often demand faster access to capital. As firms expand into retail wealth, clear disclosure becomes a competitive and regulatory imperative.

By Financial Advisor Magazine (FA Mag)
Private Credit's Great Divide: Imminent Crisis Or 'No Big Deal'
News•Feb 26, 2026

Private Credit's Great Divide: Imminent Crisis Or 'No Big Deal'

Private credit markets are facing a sharp split between skeptics and believers after a series of high‑profile defaults. Industry veterans such as JPMorgan CEO Jamie Dimon, economist Mohamed El‑Erian, and a money manager featured in The Big Short warn that...

By Financial Advisor Magazine (FA Mag)
White House Unveils $1,000 Federal Retirement Match For Workers Left Out of 401(k)s
News•Feb 25, 2026

White House Unveils $1,000 Federal Retirement Match For Workers Left Out of 401(k)s

The White House announced a new federal retirement savings option that would automatically enroll workers without employer‑sponsored plans and provide a taxpayer‑funded match of up to $1,000 per year. The proposal targets the roughly 45 million Americans who lack access to...

By Financial Advisor Magazine (FA Mag)
Aspen Standard Names Former Beacon Pointe Exec As President
News•Feb 24, 2026

Aspen Standard Names Former Beacon Pointe Exec As President

New York‑based Aspen Standard Wealth, a rapidly expanding registered investment adviser (RIA) aggregator, announced the appointment of industry veteran Kevin DiSano as its president. DiSano joins the firm after more than two decades leading wealth‑management and distribution operations at firms...

By Financial Advisor Magazine (FA Mag)
Stifel Mismanaged Employees' 401(k), Lawsuit Says
News•Feb 23, 2026

Stifel Mismanaged Employees' 401(k), Lawsuit Says

Stifel Financial Corp. is being sued in a class‑action case alleging that the firm mismanaged its employee 401(k) plan for years. The lawsuit claims thousands of workers lost tens of millions of dollars in retirement savings due to the alleged...

By Financial Advisor Magazine (FA Mag)
Blue Owl Sold Private Loans To Pension Giants And Own Insurer
News•Feb 20, 2026

Blue Owl Sold Private Loans To Pension Giants And Own Insurer

Blue Owl Capital secured four buyers for a $1.4 billion private‑loan portfolio to meet a looming cash‑return deadline in one of its credit funds. The purchasers include three of North America’s largest pension funds and Blue Owl’s own insurer, Kuvare. The...

By Financial Advisor Magazine (FA Mag)