Portfolio

Fixed and variable contracts ended 2018 at nearly reverse levels of revenue from their totals three years earlier.

One of the new hires is an industry veteran of 50 years.

The manager is touting momentum stocks even as its own ETF tracking the style suffers its longest outflow streak ever.

Employees at Carson Group love the outdoors and regularly participate in events like the Spartan Race, a course filled with treacherous obstacles.

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.

Although the test is complicated and misunderstood, eliminating it could “do more harm than good,” according to an expert.

Several RIAs have taken a cue from doctors in recent years, running in-house residency programs to train the next generation of planners.

The firm expects to add $10 million in revenue once the deal closes later this year.

Beacon Capital is shifting to the manager’s sector products after volatility late last year prompted it to sell stock funds and hole-up in debt.

The company is considering buying bolt-on units to expand in private credit, real assets and non-U.S. businesses, said PGIM CEO David Hunt.