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Often-obscure factors affect the returns of individual funds that mirror similar indexes. Here's what you need to know.

The fintech’s growth alongside groups like XY Planning network proves the opportunity in a largely untapped market of investors.

Major volatility in Bitcoin can fuel anxieties when investors don’t have the right context — and sometimes even when they do.

Solomon jumped alongside Morgan Stanley’s James Gorman as the best-paid CEO at a major U.S. bank, followed closely by Jamie Dimon at JPMorgan Chase.

Advisor numbers are up from a year earlier, down from the previous quarter

Wealth managers are seeking to drive change by equipping brokers with resources to engage historically excluded groups.

The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.

A study found people using a gamified app saved 20% more than those using a generic app.

Here's what you missed this week in wealth management.

The hits came from all directions: net loss was steeper than anticipated, monthly active users dropped and average revenue per user tanked