“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.”
Contrasting his firm with private equity-backed consolidators, Paul Shoukry said Raymond James has the luxury of recruiting advisors who will stay for the long haul.
Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.
The "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.
Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.
Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.
Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.
