Wealth management

It's not about working longer hours, living in an urban area or being older.

A new iCapital study looks at the pain points and opportunities presented by weaving alts into client portfolios as individual access increases.

James Tuminello argues in court documents that he only reached out to clients he formed with relationships before joining the large wirehouse.

Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.

Plus, former Vanguard CEO Bill McNabb's new gig; a new family planning tool for advisors; and Apex rolls out rebalancing updates.

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.

Missouri requires brokers who recommend investing on environmental, governance or social principles to sign statements saying they "are not solely focused on maximizing" returns.

Assets in the alternative class soared by more than 100% in the past five years. Here's why some investors see opportunity in the current economic environment.

The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.

It's too soon to know whether 2022 was truly an aberration for bonds or a sign of things to come.

Here's how advisors can help fix the gender gap in investing — and position themselves to win business from women, as their wealth grows.

Despite the slight decline last year, researchers expect global growth of 38% by 2027.

Many advisors use real estate investment trusts to hedge against inflation while also providing steady dividend income. But private funds still provoke skepticism.

Experts say Black families planning to preserve past, present and future generations' wealth have a special set of circumstances to keep in mind. Here are a few tips that can help.

The savings flow mostly to wealthier clients with capital gains to offset on an unlimited basis, according to experts.

The company has stepped back from certain custodial relationships that Ameritrade had offered to institutional clients.

The largest annual gathering of Black professionals across financial services championed the reclamation of Black wealth and explained the important role advisors play in the pursuit.

Plus, F2 Strategy gets a new office; AdvisorCheck gets a new boss; and Advisor360° rolls out new tech updates.

Advisors and brokers rarely put up fights when a former employer comes for loan paybacks as successes are few and far between.

The potential of large language models is vast — but so are the pitfalls if not used ethically and in accordance with industry regulations.