Portfolio

The asset manager plans to leverage Precadian’s ActiveShares product, which requires funds to publish an indicative value of its holdings every second.

The products will have the same management and research teams as the firm's similarly named mutual funds.

An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.

The decade’s top performers also outpaced broader markets over the short term.

Advisor Zaneilia Harris has come to a bleak conclusion.

Evenings on the town are being replaced with conference calls, online concerts and care packages.

Don’t expect significant changes anytime soon to longstanding complaints about conflicts of interest in the “issuer pay” model of the ratings business.

Nicole Pullen Ross also heads an initiative to handle wealth management for athletes and entertainers.

Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.

Everything from compliance to admin work is part of the job, and advisors have to “figure this out by themselves or find a third party,” a planner says.