Portfolio

The change follows multiple reorganizations of the Wall Street giant's asset management division.

The author learned fast that running an OSJ has little overlap with operating a fully independent, multicustodial firm.

The strong market thus far in 2023 has some concerned about a possible sell off.

In an industry where women are still heavily underrepresented, here's what firms can do to attract and retain female talent.

As the economy improved, investors favored different products — ones that matched the complexity of the moment.

Elder financial fraud has skyrocketed in recent years, but research shows that financial professionals can help fight the growing issue.

Even though shareholders gave their proposals less support in 2023, adherents point out that they withdrew many of them after firms agreed to make changes.

From baseball cards to decoy ducks — how to protect your clients' alternative investments

Plus, portfolio construction upgrades from iCapital, an AI advisor platform from Savvy and two new leaders at eMoney.

JPMorgan, which accounted for 9% of overall ETF flows in 2023 so far, is eyeing Blackrock's ETF throne.