Special Program Root Tag

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.

Some companies on SourceMedia’s Best Fintechs to Work For list offer their employees extra time off to live boldly.

Three years ago, the New York-based fintech started organizing a monthly gathering for its female employees. The meetings have helped participants find role models.

A collaboration between SourceMedia and the Best Companies Group, the list is derived from reviews of employer benefits and policies and comprehensive surveys filled out by the companies' employees.

Every week starts and ends the same way — with meetings where departments can share successes and challenges. It’s one way the payments company ensures cross-collaboration.

Several RIAs have taken a cue from doctors in recent years, running in-house residency programs to train the next generation of planners.

Beacon Capital is shifting to the manager’s sector products after volatility late last year prompted it to sell stock funds and hole-up in debt.

The company is considering buying bolt-on units to expand in private credit, real assets and non-U.S. businesses, said PGIM CEO David Hunt.

A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.

The firm’s acting head has cut jobs and merged teams to reign in withdrawals that began after manager Tim Haywood’s suspension, who was dismissed Thursday.

The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.

Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.

Since the financial crisis, many managers pivoted from making money to playing defense.

Outfits like Ken Griffin’s Citadel and Ray Dalio’s Bridgewater have grown so big that they’ve effectively become printing presses for their ultra-rich owners.

Few dividend-oriented funds use this important metric to find stocks.

The average fee was nearly 20 basis points higher than the top-performer.

"This is it for me," one of the firm's new partners, who is 32, says of his hope of spending his career at Yeske Buie.

The dueling plans will almost double both firms’ platforms to nearly 1,000 combined products.

Negotiations ended in December because the parties couldn’t agree on a price amid a rout in U.S. stocks, according to people familiar with the matter.