Wealth management

How they’re hiring, striving and even thriving under new conditions.

The firm said that 88% of sustainable indexes did better than their non-sustainable counterparts in the first four months of 2020.

New digital tools have boosted advisors' ability to reach more — but not all — clients.

Our second monthly survey found a smooth transition to remote work and digital customer access channels — but technology issues still arose. The pandemic has highlighted the importance of having a strong digital presence across all retail sectors, including financial services.

Approximately 450 RIAs custody with Folio, which has $11 billion in assets.

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.

Three things to focus on when you’re starting an RIA.

Little-known provisions include the economic injury disaster loan program, the employee retention credit and even an option to defer some payroll taxes.

One French trade group reports that the country’s managers reduced research budgets by as much as 75% between 2017 and 2019.

Fixed-income ETFs — for the most part — passed their first big test, but it was a roller-coaster ride along the way.

Despite recent upheaval, some clients will still be shocked their portfolios have shown declines.

Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky.

The firm has recruited at least 22 advisors this year who managed $3.3 billion in client assets.

With return targets growing ever more elusive, many investors are willing to take their chances with private debt and equity.

The pandemic has sealed the fate of small, niche offerings that have failed to gain traction.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.

Changes to compensation plans get put on hold as advisors and firms reel from pandemic’s economic fallout.

Crush of inflows to money-market funds has come even as the funds’ own yields approach zero.

“The world has become more digital, less global and more local,” says Amy Lo, co-head of the firm’s Asia Pacific wealth division.