Practice

After the unprecedented success of shareholder votes last year, activists are renewing their pressure on giant fund firms over racial equity.

The paper from University of Oregon researchers posits a tension between profit motives and ethical business practices.

Upon assuming the role at the start of 2022, Elliott became the first Black person to ever lead the organization. But the veteran advisor says she’s just getting started.

A College for Financial Planning analysis suggests encouraging aspiring planners to pursue financial designations other than the CFP could lead to more women and people of color entering the industry.

A lack of awareness that web services are available turns out to be the most commonly cited reason for calling or visiting an SSA office.

The office of supervisory jurisdiction is seeking to avoid any further potential disruption from M&A deals, its founder says.

The 20-year industry veteran serves athletes and entertainer clients and he has an app and video series called “Mind. Body. Money.”

DeVoe’s lookback at 2021 reveals trends and surprises.

While the giant wealth manager has won the balance of 23 decisions so far, it’s facing a wave of cases seeking hundreds of millions in damages.

Democrat-leaning states argue that the $10,000 SALT cap deduction is politically motivated and violates the U.S. Constitution.