Shareholder Communications Corp. is acquiring Kissel-Blake Inc., a proxy solicitation specialist and consultant. Kissel-Blake, which has been involved in merger, acquisitions, restructuring and proxy contests with KKR/RJR Nabisco Inc., Philip Morris/Kraft, Philip Morris/General Foods and Bell Atlantic/NYNEX, will operate as a subsidiary of Shareholder Communications.
A new academic paper finds variable prepaid forwards to be much more effective than options collars with margin loans — even though they're more complex and less accessible.
When asked to compare AI to movies, financial advisors are still optimistic about the ways it can help them. But there's a growing sentiment that bad actors could hijack things.
The U.S. House bill aimed at protecting investors 65 or older or those who have a mental or physical impairment from fraud, has bipartisan support.
Subscribers can stay up to date on key industry issues while earning one hour of continuing education credit toward maintaining professional certification.
Financial therapy helps people analyze thoughts, feelings and limiting beliefs surrounding money. Therapists shared what they want advisors to know about approaching client relationships.
Although low-cost ETFs remain the most common component of model portfolios built by BlackRock and other third parties, private credit, equity and other alternatives are gaining ground.
