“Offering the most robust tools to measure investment style has been a hallmark of Russell Indexes for more than 20 years,” said Ron Bundy, CEO of Russell Indexes. “By incorporating style classifications for emerging market securities, we provide yet another important differentiator of stock and equity market performance in order to help investors more fully capture market realities within emerging markets globally.”
Financial Planning's August 2026 continuing education quiz is now open to subscribers. By successfully completing the quiz, advisors can earn one hour of CE credit to maintain professional certifications.
A survey found Medicare Advantage customer satisfaction dropped for the second year in a row. Financial advisors can guide clients as they weigh coverage choices.
A new guide from the CFP Board is meant to help advisors through offering 401(k) rollover recommendations, which can be a tricky area for compliance.
Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make a succession deal.
With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale.
As Vestmark marks 25 years, CEO Karl Roessner explains how the RIA-focused platform grew to $50 billion by leaning into AI while keeping client data in-house.
