Portfolio

From growing interest among retail investors to their ability to unlock a new level of connection between advisors and clients, alternatives are anything but fringe.

A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.

Atlantic Union in Virginia made the most of its four-year foray into the registered investment advisory business, but it decided to take a step back after concluding one of its banking clients would do an even better job and that it could invest the proceeds elsewhere.

Plus, Bank of America investing in an alternative investment platform, and Wealthramp helping advisors with fee calculations.

The legal agreements surface broad issues about saving and spending that are key to long-term financial health.

At FP’s INVEST conference, Julia Carreon and Aaron Klein explained how common misconceptions are clouding wealth managers’ visions for the future.

Amid fierce competition for wallets of the super-rich, exotic perks are emerging.

The chief product officer for Skience talks about the importance of centralized data and why the human touch is the most important part of fintech.

The Federal Reserve has started a hiking cycle that's expected to continue with half-point increases in June and July, Marvin Loh, senior macro strategist at State Street Global Markets, will assess the June Federal Open Market Committee meeting and tell what he expects the panel to do in the future.

The INVEST 2022 keynote speaker who went from cognitive science to financial services and believes an advisor-led strategy can open the firm’s doors to more investors.