Portfolio

Choosing their own technology for clients was a big draw for the advisors, who affiliated with Kestra.

That decision was “heavily debated” and so far the company has found that its operations have fared well with remote work, Jose Minaya said at a conference.

The No. 1 IBD has completed three of the sector’s 10 largest recruiting moves of the year.

The firm’s talent-analytics associate director had claimed the company hired fewer women than men and that she was paid less than her male counterparts.

The industry’s largest money manager experienced record inflows to sustainable products in the first six months of the year.

BlackRock’s CEO said he fears big ideas and impromptu “water-cooler moments” will be lost as businesses operate remotely via video conference calls.

“A typical Gen Z-er may not be as interested in owning a mutual fund," says Contrafund's Will Danoff.

No vaccine will return advisors and clients to pre-COVID-19 times— it’s time to let go and keep building.

Chairman Jerome Powell and other officials have stressed that recovery is highly dependent on the nation’s ability to better control the coronavirus.

Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.