Portfolio

Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.

Advisors can use the information to build custom, values-based portfolios for their clients.

The settlement would apply to advisors who participated in the firm’s deferred-compensation plan from February 2011 through January 2020.

Compensation is critical — and keeps climbing — as 76% of RIAs say they plan to poach advisors from other firms.

They’re more expensive than their passive peers. But did they beat their benchmarks?

Faced with the retention risk from the RIA-only channel, firms are trying to alter their company cultures and questioning traditional approaches.

A flight to safety that saw funds in short-term bonds and utilities add cash as coronavirus dominated headlines has given way to a vigorous rally.

Companies that scored highest in this year’s Best Fintechs to Work For (a ranking compiled by our parent company, Arizent) go beyond the basics of strong pay packages, generous benefits and effective leadership to take a more holistic interest in their employees’ lives, according to the data.

Metrics and strategy are key at YCharts. So are mystery-flavored Oreos.

While it’s recommended they have at least three sources when they retire, just 6.8% of savers have done so, according to a report.