Portfolio

CEO Paul Reilly said that even if the firm is recruiting fewer advisors, the books of business it is bringing on are growing only larger.

The art market is nearing a critical inflection point, according to a new 2024 survey of global collecting from Art Basel and UBS.

McQuown is credited with kicking off a financial revolution with the creation of the first index fund.

A model of buying buildings with big carbon footprints, investing in green refurbishments and then increasing rents for higher sale prices is attracting attention of some asset managers in real estate.

Industry watchdogs worry lenders may be hiding troubled loans and are too entagled with insurance interests.

The Chicago-based RIA giant is taking majority ownership in NEPC, a firm offering institutional research and new investing opportunities.

The industry watchdog continues its recently adopted practice of giving firms monthslong advance warning of its examination priorities before the start of the new year.

A recent survey of 280 financial advisors from the online estate platform Trust & Will found that while almost all believed in encouraging estate plans, many had yet to develop their own.

AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.

A lawyer for an 80-year-old claimant whose retirement accounts were drained says he's trying to force firms to do more to prevent scams.