Portfolio

Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.

Filmmakers use the phrase “Narrative Is Everything” to emphasize the importance of storytelling to their craft. They understand how a good storyline communicates to the viewer, draws them in and makes them root for the protagonist. Without a good narrative, even the best casts inhabiting the most wonderful characters risk failing to entertain. Great narratives can terrify you, warm your heart, or compel your attention.

Employers have evolved and recognize the importance of discussing and supporting employee well-being.

Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.

The oldest borrowers hold the fastest-growing piece of the U.S.’s $1.7 trillion student-loan pile.

The hybrid firm’s giant parent tapped a new leader as it builds out a growing team with a mission.

Invent 2021 DevCon will feature keynotes and workshops with project leaders from Microsoft, Uber and Samsung.

"Long volatility, or tail risk exposure, when added to a portfolio of stocks — and bonds — can greatly improve the risk characteristics while smoothing out returns," writes Jared Dillian.

Bill and Chris Hamm admit it’s been something of a rocky start, but they say IFP is saving advisors and clients money compared to a typical wealth manager.

The $637 billion quant pioneer founded by David Booth has converted four equity mutual funds with $28.8 billion of assets into ETFs.