Originally, Old Mutual purchased a group of U.S. investment managers in 2000, including Pilgrim Baxter. The firm, known for its aggressive growth funds, was then a symbol of mutual funds' success in the bull market of the 1990s. But the 2003 lawsuit filed by the
The dilemmas from data, client demand and recruiting could provide opportunities for upstarts. Here's how wealth and asset management firms are responding.
A new study from the Center for Retirement Research found that older remote workers are working longer than their in-office counterparts. Financial advisors say the trend offers plenty of benefits, but it isn't without its pitfalls
While recent Financial Planning research found many firms have only a single-digit percentage of their tech budgets allocated to AI, three-quarters of those surveyed said they plan to spend at least somewhat more in the next year.
For the past three years, Leslie Norman, chief technology officer for Dynasty Financial Partners, has been working to help build infrastructure to house the data used in the firm's tech stack.
The numbers on fraud, long-term care costs and aging in America are daunting. Here's how financial planners can help clients prepare.
Amid the tariff-related uncertainty, gold hit an all-time record of $3,500 last month as some advisors and clients look for hedges.
