Portfolio

Health care advisory experts can secure substantial financial benefits for HNW clients while providing a value-added service for wealth managers and family offices.

Index deletions lag the market by more than half in the year leading up to their removal from an index, but they historically outperform the market for at least five years after the breakup.

A young wealth manager has a vision for his new firm, but not every prospect fits into it. Should he be flexible about his client base, or stick to his target demographic?

A 20-plus-year veteran replaces Manish Dave, who left the post in October.

Wealth Enhancement Group is the second large OSJ to go separate ways from LPL, following Merit Financial Advisors

LinkedIn still rules for professionals, and newer platforms like Bluesky are on the rise. But is social media even worth the effort for advisors these days?

Raymond James and Merrill also announce recruiting deals, while LPL hires a head of cybersecurity from PayPal.

The passive-investing juggernaut is picking up speed — and it's stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.

After partnering with a private equity firm, a new CEO paired emotional intelligence and equity incentives to retain talent and grow the bottom line.

All these topics and more were the subject of the recent webinar, "Morningstar's 2025 Outlook: Investment Strategies for the Year Ahead."