trendspotting
Trendspotting
Articles from the trendspotting section of the magazine
Reported by PLANADVISER Staff
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Michael Liersch Named Chief Planning Officer at Edelman Financial Engines
In the newly created role, Liersch will focus on financial planning, advice and solutions.

Crossmark’s Doll Projects Fewer Tailwinds and More ‘Tail Risks’ in 2025
Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll.

Vanguard to Lower Asset Minimum for Digital Adviser Access
The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000.