Commercial banking

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

As college costs rise, parents are resorting to increasingly costly means to pay for their children's educations. Financial advisors say the loss in retirement savings is rarely recovered.

Impact investment through municipal bonds is generally perceived as risky. But it doesn't have to be that way.

Dan Schuleman is the co-founder and CEO of Qumis, a lawyer-built, AI-powered insurtech transforming how insurance professionals read and interpret policies. Before founding Qumis, Dan was Associate General Counsel at Kin Insurance, where he helped scale the company and navigate complex regulatory environments. He previously practiced insurance coverage law at Am Law 200 firms, advising insurers and policyholders on high-stakes commercial claims. Dan holds a J.D. from the University of Illinois College of Law and a B.A. with honors from Northwestern University.

To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.

Kelly Welch is an Executive Strategy & Compliance Advisor with Equity Resources, a Newark, Ohio-based mortgage lender, which is a member of the Community Home Lenders of America.

Aaron Klein, former Nitrogen CEO, seeks to disrupt the market for AI note-takers.

Osaic and UBS have both been on the losing end of some recruiting deals in recent months, while this week Cambridge, Rockefeller and RBC were on the winning end.

Paul Mattox is a CPA and owner of the firm W. Paul Mattox, CPA, based in Raleigh, North Carolina.

Some retirees have saved all their lives and want to live a little. Or a lot.

The baby boomer generation is now in the retirement phase, and many clients want more predictable income and less of a roller coaster with their nest egg.

CEO Kunal Kapoor and other speakers explained how the shifting trends shaping the industry mean that advice is getting even more important.

From an accountant's perspective, the trade deficit isn't a sign of economic weakness. As with any financial flow, there are two sides to the ledger.

LPL says its elimination of positions at Atria Wealth Solutions was always part of its plan to acquire the firm, drawing a sharp distinction with what it's doing with Commonwealth Financial Network.

Heath Tarbert is president of Circle, the issuer of the dollar-denominated stablecoin USDC. He served as chair of the Commodity Futures Trading Commission from 2019-2021.

As an aging cohort of financial advisors prepares for retirement, firms are scrambling for next-gen talent. Yet a new study found that few have developed a comprehensive succession plan.

Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.

Jeremy Oswald is Human Resources Director at TruHearing, the #1 market share leader in hearing healthcare benefits. TruHearing and its partners are improving the hearing healthcare industry by making hearing healthcare affordable for more people than ever before.

They can be illiquid, pricey and opaque, and some advisors say the performance doesn't justify the hype. Others say the assets can offer meaningful advantages.