Portfolio

Many financial advisors aren’t aware of serious conflicts of interest affecting the majority of retail clients, Northeastern University Professor Nicole Boyson says in a Financial Planning Podcast.

“I’d say independence is resonating with advisors now more than ever,” says recruiter Jodie Papike.

How they’re hiring, striving and even thriving under new conditions.

The firm said that 88% of sustainable indexes did better than their non-sustainable counterparts in the first four months of 2020.

New digital tools have boosted advisors' ability to reach more — but not all — clients.

Our second monthly survey found a smooth transition to remote work and digital customer access channels — but technology issues still arose. The pandemic has highlighted the importance of having a strong digital presence across all retail sectors, including financial services.

The central bank plans to make both outright purchases of corporate bonds as well as funds potentially invested in sub-investment grade debt.

The alternative investing platform will service a total of $55 billion in client assets across 650 funds once the deal for its rival fintech closes.

Approximately 450 RIAs custody with Folio, which has $11 billion in assets.

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.