Portfolio

A Treasury Department spokesperson gave an answer that provides clarity for advisors with affluent clients.

The longtime director of investor protection at the Consumer Federation of America could signal an overhaul of Reg BI under the Biden administration.

The board member of LGBTQ Loyalty Holdings and the company CEO discussed a new ETF that uses a four-pronged ESG screen of large cap growth equities.

Tammy Williams spent 20 years in corporate America before pivoting to giving clients advice in 2017.

What the investment journey of an embattled public pension plan can teach us about income, cash flows and preparing for the worst.

This new list celebrates 10 financial planners early in their careers who are on a path to change the industry.

The firm will release six exchange-traded funds covering strategies ranging from value to growth.

The $1 million threshold at which the 23.8% capital gains rate would nearly double has sparked questions — and a strategy for some well-paid professionals.

Community banks have played and will continue to play a key role in supporting local economies across the country. Join us in a lively conversation with Dennis E. Nixon, President & CEO of International Bank of Commerce (Laredo, Texas) & Chairman, International Bancshares Corporation and Eddie Aldrete, Senior Vice President at International Bank of Commerce as we discuss: (1) the need for bankers and the business community to become involved in political issues. From minimum wage and issues that affect small businesses to regulatory issues that directly affect the banking industry, banking and business leaders need to be thought leaders in the public conversation and (2) how bankers can play a pivotal advocacy role in the free trade process.

Despite smaller growth amid the coronavirus last year, FP’s 36th annual survey revealed the significant level of business raked in by 46 wealth managers.