Portfolio management

The mega bank predicts the traditional investing strategy will outperform both cash and inflation in the next 10 years.

Tens of billions of dollars in taxable assets on Raymond James' managed account platform will get upgraded tools by mid-2024, the firms say.

Toussaint Bailey's Uplifting Capital closed its initial product after attracting investments from clients of Corient advisory practices and other RIAs.

A new working academic paper cites a dearth of research about the increasingly widespread strategy and the need to consult financial advisors about it.

At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.

Zenith Wealth Partners will collaborate on regional impact investments with two local nonprofits, highlighting how financial advisors are leading innovations in the field.

When it comes to charity, last year wealthy families gave differently — and invested differently.

While the three letters have attracted criticism from the left and the right in the past year, constructing portfolios reflecting sustainable values is still in demand.

The closings underscore shifting fortunes for sustainable investing as returns disappoint investors and anti-ESG rhetoric persists

Low-cost index funds could be costing investors up to 35 basis points a year.