Portfolio

The recruit oversaw more than $650 million in client assets while at his former employer.

Everything from corporate earnings and inflation expectations to valuation gaps suggest the market rotation has only just begun.

The changes mark a new phase in the tug-of-war between the structures.

Advisors are urging clients to make tax-planning moves this year to preserve the preferential capital gains rate and turbocharge business deductions.

Impact investment manager Rachel Robasciotti and other advocates say the private proceedings are harmful to victims and helpful to firms protecting serial harassers.

Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.

Some money managers warn that the optimism is unsustainable as a successful vaccine rollout doesn’t necessarily equate to the return of pre-pandemic life.

Guidance from the IRS can be confusing, explains Bloomberg’s Alexis Leondis.

With clients showing signs of anxiety during the pandemic, Kimberly Foss writes, now is the time to remind them why they came to us in the first place.

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