Finance

Each time Edelman made a deal with investors in his advisory firm, he carved out a strategic payout for himself and a profit stake in the new entity.

The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.

Its parent seeks to support more holistic planning by combining it with two other subsidiaries.

Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services.

Why does Vanguard expect so little from the market? The culprit, not surprisingly, is high valuations, Nir Kaissar writes.

"Many times it’s actually small, systematic behavioral changes in strategies that lead to sustainable, meaningful changes in outcomes," writes Michael Liersch.

Concern has already seeped into U.S. markets with the cost of goods including lumber and steel rising this year.

Study after study shows that diverse teams lead to better outcomes. Here's how you can cast a wider net with fintech vendors.

A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.

While the worries are all valid, they don’t mean the approach has suddenly become financial suicide overnight, writes Emily Cadman.