The Latest

A new study by FINRA and NORC offered encouraging signs that people who put money into stocks and bonds for the first time in 2020 are in it for the long run.

Adam and Daniel Kaplan kept getting jobs at RIAs despite the disturbing allegations that led to their firings at other firms.

A new report by UBS found that despite being planners in their investing, high net worth women are behind their male counterparts in estate planning.

Phil Mason is the chief operating officer, institutional banking and director, healthcare services at UMB Bank.

Judges question how a spot market for crypto asset would differ from already approved futures market.

The Defiance leader breaks down thematic investing as a long-term strategy, and why it matters to next-generation clients.

Thomas W. Miller Jr. is a professor of finance. He holds the Jack R. Lee Chair in Financial Institutions and Consumer Finance at Mississippi State University. He is also a senior research fellow at Consumers' Research.

Derek Barnard is a partner at Anders CPAs + Advisors.  He helps privately held companies with strategic planning, cryptocurrency tax planning, business transition and succession planning.

David Knutson is the head of U.S. Fixed Income Product Management at Schroders. He joined the firm in 2016 as head of Integrated Research — Americas, managing the investment grade, municipal, emerging market and high yield research teams.

David was a senior research analyst at Legal and General Investment Management from 2007 to 2016, which involved coverage of global financial companies and emerging market issuers.

David is currently the chair of the Credit Roundtable and is active with the Sustainability Accounting Standards Board. 

Two porcine pals, two investment styles, two very different outcomes.