Investments

Moves and news at Stifel, Avantax, Cetera, D.A. Davidson, John Hancock Retirement and other quick takes from the week in financial advice.

The top 20 performers nearly doubled the gains of their peers over the period.

Former employee alleges financial-wellness guru’s firm selectively enforced “Christian” rules forbidding extramarital sex for staffers.

Non fungible tokens aren’t vaporware, nor are they tulips — they’re blockchain’s promise, realized, writes Gregg Schoenberg.

New flows to traditional fixed income investments remain strong, according to Cerulli Associates data.

In the real world and increasingly online, Black financial enthusiasts are pushing their followers to take bolder steps to create wealth.

Investors are pouring money into U.S. listed products as stocks continue to reach all-time highs and the economic recovery heats up.

Advisor Peter Krull favors actively managed sustainable products due to the “greenwashing” he says often occurs with ESG index funds.

The Samsung dynasty’s art collection, including classic paintings by Picasso and Monet, is estimated to be worth between $2.2 billion and $2.7 billion.

Permanent life insurance has a bad reputation. Here’s what financial advisors think about its potential for retirement planning if taxes rise under Biden.

Clients poured about $1.25 billion into the fund in its first day of trading.

The 20 mutual funds in this ranking outpaced broader markets over the past year with an average gain of more than 68%.

The company has experienced “dramatic increases” in new customers, call and trading volumes.

More than half of the broker-dealer’s clients say they’re interested in increasing the share of socially-responsible investments in their current portfolio.

The principal for operations and strategy of an independent research firm explains the range of available products and ESG data.

Could high-fashion collectibles be an asset class that lets advisors connect with millennial clients? Sneaker enthusiast Andrew Shilling thinks it’s possible.

Selective bets on undervalued stocks are paying off as unloved value and cyclical strategies fall into favor.

Stocks can take a hit when rates rise on corporations and individuals, a BTIG strategist writes.

One former rep is responsible for more than 80% of the firm’s sales of the defunct LJM Preservation & Growth Fund.