Portfolio

Kristin Hull, founder of Nia Impact Capital, talks about the way forward for sustainable, solution-driven investing.

The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.

Don't lose trust by relying on AI-driven, impersonal digital marketing blasts. Instead, win new clients and deepen existing relationships with these techniques.

The U.S. economy gained 275,000 jobs in February. That sounds like good news — but will it spook the Fed out of cutting interest rates?

Single women are poised to gain trillions of dollars in wealth by the end of the decade. Here's what financial advisors need to know about working with them.

A pair of former wealth managers contend they were yelled at and suffered other retribution after raising concerns about sharing clients' information without their knowledge.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

The Fed reports that net worth increased by $11.6 trillion from 2022, or 8%, to $156.2 trillion.

One of the largest independent wealth management firms faces a big potential SEC judgment in a case that sheds light on industry revenue-sharing practices.

The wealth management giant is the latest firm seeking to give investors access to private vehicles that have generally outperformed their public counterparts in recent years.