Subject Root Tag

"It took a little time to regain our equilibrium."

Advisors can protect clients’ estate planning goals post-Secure Act but the vehicle will have to change.

Geospatial data may assist the muni industry with monitoring the economic impact of wildfires or natural disasters, an expert says.

Fear and worry are rampant. One client asked if any other client had recently returned from China.

The unit was awarded a bonus pool that’s 5%-10% larger than last year, reflecting increased profits and assets, people familiar with the matter say.

Just 15% have incorporated ESG in their strategies, according to a report.

“It’s like nuclear fallout. The bomb didn’t drop on you but you were within five miles of it," said Alan Johnson, managing director of compensation consultant Johnson Associates.

Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.

Advisors can use the information to build custom, values-based portfolios for their clients.

The settlement would apply to advisors who participated in the firm’s deferred-compensation plan from February 2011 through January 2020.

Compensation is critical — and keeps climbing — as 76% of RIAs say they plan to poach advisors from other firms.

They’re more expensive than their passive peers. But did they beat their benchmarks?

Faced with the retention risk from the RIA-only channel, firms are trying to alter their company cultures and questioning traditional approaches.

A flight to safety that saw funds in short-term bonds and utilities add cash as coronavirus dominated headlines has given way to a vigorous rally.

The credit union service organization Member Driven Technologies has a laid-back work environment but works hard to translate its internal culture to employees who may be located hundreds of miles from headquarters.

Consideration of whether each job can be done remotely is part of Payrailz's holistic approach to developing its workforce. Currently, about two-thirds of the staff works remotely.

Companies that scored highest in this year’s Best Fintechs to Work For (a ranking compiled by our parent company, Arizent) go beyond the basics of strong pay packages, generous benefits and effective leadership to take a more holistic interest in their employees’ lives, according to the data.

Metrics and strategy are key at YCharts. So are mystery-flavored Oreos.