Finance

CEO Dan Arnold describes the firm’s tech-fueled advisor strategy.

To accommodate its burgeoning brokerage force, the firm opened 42 new branches last year.

The search is on for "potential strategic partners" says the robo advice provider's CEO, Rich Cancro.

Jim Cracchiolo predicts the number of advisors will go back up, but he says the firm places more importance on boosting the size of their businesses.

The green investing movement has totaled at least $30.7 trillion of funds held in sustainable or green investments in 2018, up 34% from 2016, data show.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

While the deadly virus threatens to harm the world economy, the funds have remained popular as the Fed signals low rates for the foreseeable future.

Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.

Fidelity Investments, Invesco and American Century Investments are among those pitching rival visions for ETFs that disclose their holdings like mutual funds.

The firm is drawing heightened interest from advisors generating between $1 million to $5 million, according to CEO Paul Reilly.

The promotions positions Jim’s son Nathaniel Simons to assume his father’s role as chairman under a succession plan that began about a decade ago.

In the first episode of Financial Planning's new podcast series, Tobias Salinger talks with advisor Dasarte Yarnway about how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA, as well as the industry.

The wirehouse boosted profitability even as advisor headcount dropped.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

Macro funds, which invest in broad global trends, had the biggest disparity.

"We seek to finance the government at the least possible cost to taxpayers over time," said Treasury Secretary Steven Mnuchin.

Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.

Although the federal penalty was axed for those who failed to register for a plan, some states will continue to impose the coverage mandates.

The firm's chief Eric Clarke says there are multiple suitors.