Portfolio

The firm' decision is particularly notable given the increasing pushback against ESG by Republican politicians

The fund giant's move comes as asset managers face increasing political and social pressure over their stances on environmental, social and governance issues.

Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.

The generative AI is internet famous. But is it really ready to reshape wealth management?

Kathryn Dattomo will take over next month from a leader who doubled the planner group's membership and led efforts to enforce strict fiduciary standards.

Advisors can utilizing positive emotions, such as love, care, joy and gratitude, to guide clients toward more fulfilling financial decisions.

The industry veteran explained at Future Proof why more financial advisors and their clients are looking outside traditional markets.

More than one-third of converted funds have posted net outflows since they made the switch, according to data compiled by Bloomberg.

With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.

Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.