Wealth management

It’s a big decision, and getting it right the first time around can avoid a lot of headaches, experts say.

A majority of wealth managers worry about non-business concerns such as the national debt, immigration, civil unrest and media bias, according to a new survey.

“It’s not just a shiny object, it’s really about content,” the firm’s head of ETFs and indexed strategies said.

The firm’s new technology will allow advisors to “get into the weeds” of underlying portfolios with clients.

Bleakley Financial Group also picked up an ex-hedge fund portfolio manager while expanding its national footprint.

The seven advisors managed more than $450 million in combined client assets.

Relations between the world’s two largest economies are at the lowest point in many years.

Could single premium immediate annuities be the answer to ultralow rates?

Choosing their own technology for clients was a big draw for the advisors, who affiliated with Kestra.

That decision was “heavily debated” and so far the company has found that its operations have fared well with remote work, Jose Minaya said at a conference.

The No. 1 IBD has completed three of the sector’s 10 largest recruiting moves of the year.

The firm’s talent-analytics associate director had claimed the company hired fewer women than men and that she was paid less than her male counterparts.

The industry’s largest money manager experienced record inflows to sustainable products in the first six months of the year.

BlackRock’s CEO said he fears big ideas and impromptu “water-cooler moments” will be lost as businesses operate remotely via video conference calls.

No vaccine will return advisors and clients to pre-COVID-19 times— it’s time to let go and keep building.

Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.

Despite its risks, the fund has become popular with day traders, who pushed its volume to new highs this month, according to a report.

A rising appetite for achieving specific investment objectives, such as sustainable investing, is the main driver behind the projected rise in their popularity.

Under the proposals, the top 0.1% of earners would be subject to a 43% tax rate on their income.

As the Fed cuts borrowing rates and supports the investment-grade corporate bond market, some investors are looking for higher returns, an expert says.