Wealth management

The strategy is widely promoted, but it can leave some investors worse off.

The company’s second-quarter earnings showed a drop in advisors and client assets even as increases in interest rates and loan balances drove profits higher.

The number of advisors in the bank’s wealth management business hasn’t grown since 2020. But that didn’t stop the firm from banking a few new records.

Macro factors like inflation, Federal Reserve actions, midterm elections, Ukraine, energy, the euro and China seem likely to drive markets for at least the rest of the year.

Nearly 1,000 more advisory firms registered with the SEC last year, pushing their combined AUM above $128 trillion, according to an annual study.

Firm leaders said the fine relates to broad investigations by the SEC and CFTC regarding employees’ use of unapproved personal devices.

Plus, CFOs are feeling the pressure to automate and iCapital goes international.

Discussing the impact of rising consumer prices with friends and family can help alleviate financial stress.

At our firm, we’ve accepted that the way people work and the environments in which they work have changed for the long haul, and we have taken a hybrid approach to returning to the office.

Storing oil, gold and grain costs a lot of money, which is why they're great for trading but terrible as a long-term investment.

The right LTCI coverage can preserve savings and confer peace of mind, but it takes a well-briefed advisor to cover its many facets.

From pay and perks to avoiding burnout, this is what advisors want, according to an Arizent research report.

Companies with diverse leadership are getting mere pieces of the VC pie. Here’s why changing that is good for everyone.

Looking at investments through a risk lens can provide clues to where the economy is headed.

Merely talking about the R word can make a recession happen

The move could set him up as an eventual successor to CEO Ralph Hamers.

Plus, a new retirement tool from Income Lab and a fresh Envestnet deal.

The ultrawealthy are throwing money into private equity funds as some institutional investors approach their allocation limits.

By taking the manual labor out of data management and upkeep, experts can reach new clients and better serve their existing ones.

Through monitoring, family communication and education, Carefull wants to support those managing the finances of aging loved ones.