The Latest

Even the markets' recovery this year wasn't enough to improve working Americans' retirement prospects, a new study found.

The supercharged AI can potentially deliver wrong-way predictions and poor advice, but such pitfalls can be mitigated if advisors take pragmatic steps.

In terms of cost of living and quality of life, researchers say these are the five best places to spend one's golden years — and none of them are in Florida.

GlennCap and its founder stood accused of directing the best investment returns to clients who paid the most.

Tools from voting technology provider iconik will give advisors using the firm's sustainable quantitative portfolios access to enhanced proxy voting solutions.

Nathan Stevenson is the founder and CEO of ForwardLane.

Prior to launching ForwardLane in 2015, Nathan worked in the financial services and technology sectors, including roles at BNP Paribas, asset manager CQS and the Johannesburg Stock Exchange. He is a noted commentator on AI application in financial services. 

Genevieve Sisco alleges that men in the same role as her earned tens of thousands of dollars more in salary.

The father-and-son firm Francis Group cites client demand and freedom from sales goals as reasons for their move.

Sean Vanatta is a lecturer in economic history at the University of Glasgow and a senior fellow at the Wharton Initiative on Financial Policy and Regulation. His book, Plastic Capitalism: Banks, Credit Cards, and the End of Financial Control, was published by Yale University Press in 2024.