“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.”
August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.
Women are projected to receive more than $100 trillion in the so-called great wealth transfer. But their planning needs can differ from men's.
Web designer Bonfire Studio asked ChatGPT for advisor recommendations in five metro markets. The results give advisors more reason to tend to their online presence.
With trillions on the table, advisors who know how to start conversations with clients' heirs risk losing far less than those who don't.
Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.
A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.
