Portfolio

A proposed amendment to the Investment Advisers Act would require planners to vet third-party custodians before entrusting them with clients' cryptocurrency, real estate or other alternative investments.

Analysts from Dimensional, Dynasty and eToro say the worries about a recession have yet to come to fruition in 2023.

For business owners, a maze of financial and emotional challenges can stand between their practice and the future. Bluespring chairman Stuart Silverman and president David Canter shows us how to get there.

The firm' decision is particularly notable given the increasing pushback against ESG by Republican politicians

The fund giant's move comes as asset managers face increasing political and social pressure over their stances on environmental, social and governance issues.

Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.

The generative AI is internet famous. But is it really ready to reshape wealth management?

Kathryn Dattomo will take over next month from a leader who doubled the planner group's membership and led efforts to enforce strict fiduciary standards.

Advisors can utilizing positive emotions, such as love, care, joy and gratitude, to guide clients toward more fulfilling financial decisions.

The industry veteran explained at Future Proof why more financial advisors and their clients are looking outside traditional markets.