Wealth management

A new report from the nonprofit Knight Foundation examined diversity in outside money managers of endowments at the wealthiest public and private universities in the country.

The latest data on contracting economic growth means a recession in popular terms, but not in official ones.

Plus, leadership changes at Riskalyze and a new strategic partnership for TIFIN Wealth

SmartAsset tracked “organic” growth to see which advisor firms added the most clients and AUM over the past three years.

Following another strong quarter for wealth management, here's what Goldman Sachs will do next in its hunt for the almost wealthy, and why it matters.

The CFP exam is no cakewalk. Here are practical tips from the pros on how to clear the career hurdle.

The SEC is issuing stark warnings about the funds, even though it approved them for investors.

Let them know how — and how hard — you are working to secure their financial goals amid volatile markets.

Stock market woes are depressing earnings for advisors who charge on client assets, but the pass-through benefit and a health insurance deduction can alleviate a lot of the pain.

A prized measure of performance — organic growth — is increasing for top-performing firms, Schwab’s latest benchmarking study shows

CogniCor will deliver AI-enabled solutions via Schwab's Provider Listings program, and an Ohio RIA is the first to get in on the new arrangement.

Lower investment values, lost wages, and high home prices make this an expensive time to split.

The conflicts are fewer than many think, but they still require attention and planning on the firm's part.

A welter of benchmarks and indexes makes it hard for retail investors and financial advisors to know exactly what they're buying

The workhouse strategy isn’t dead — it’s merely taking a pause amid market volatility.

The guidelines can help planners with charitably minded clients steer clear of compliance thickets and run-ins with the IRS.

Plus, two leading technology management and cybersecurity firms join forces, and a fintech focused on the elderly rolls out new tools for advisors.

Scam artists are increasingly targeting elderly Americans for their retirement savings. But the warning signs can be obvious, if investors — or their advisors — know what to look for.

How might the metaverse change wealth management? Who knows. But the veteran consultant and digital transformation expert has some big ideas.

New research shows that higher-priced strategies can come with lower returns and greater risk — an urgent reason for advisors and investors to monitor the space.