Coronavirus

Despite growing to about $1.1 trillion in AUM, senior executives made a series of bets to keep pace in a changing industry that have yet to pay off.

Trading under the ticker EFIV, the fund will exclude companies involved with tobacco-related products and weapons.

The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.

An iShares ETF investing in companies it says has “positive environmental, social and governance characteristics” has more than tripled gains of the S&P 500.

Perceptions on relationships, health, and lifestyle have also changed.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

At the height of pandemic-related job losses, 18.9% of Americans with disabilities were unemployed, data show.

A typical investment for Nuveen's $5.8 billion impact investing unit these days ranges from $20 million to $60 million, says its co-head.

“It’s going to flip everything on its head,” says one XY Planning Network advisor.

There has been increased demand for havens amid a resurgence in coronavirus cases, flaring political tensions and a weaker dollar.

“No one could have envisioned what this virus was going to do to the commercial real estate space,” an expert says.

Unexpected tailwinds from the global pandemic have made recruitment more efficient and have highlighted advisor-client bonds.

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

Their options are dwindling as the number of insurers offering nursing or home-health care coverage shrank to about a dozen in 2018 from over 100 in 2004, data show.

The chief executive outlined a future where offices need not be fully staffed.

The $217 billion alternative asset manager reported its biggest loss as a public company in the first quarter.

The COVID-19 pandemic has infected the service’s annual list of top tax scams.

“They’re now realizing: Let’s actually get the contingency plan in place,” said Dominic Volek, head of sales at Henley & Partners, the world’s biggest citizenship and residency advisory firm.

After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.