Portfolio

CEO Jim Gold anticipates an uptick in advisor moves in coming months.

The $4.9 billion fund has come under close scrutiny as crude’s rapid plunge forced it to quickly shift some of its giant positions on short notice.

As asset managers launch funds with this new structure, lack of familiarity may hinder advisors’ adoption of them.

Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.

Major donor-advised fund providers said they’re using webinars, podcasts, social media and emails to nudge clients to give.

The insurer-owned IBD identifies leaders in target markets as it offers independence “with a hug,” according to its head of recruiting.

The new additions include an advisor with five decades of experience in the business, plus his two sons.

The average employer match was 4.3% of pay, according to a 2019 Vanguard report.

“We started with 40 people just marching, and it turned into 15,000," an advisor says.

From fruit baskets to operations, financial advisors can tap into a range of ideas in a time of remote work.