Wealth management

Investors poured $700 billion into passive CRE last year — a trend that may continue even if a recession hits this year.

Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.

Plus, the Future Proof demo drop returns, Shaping Wealth extends its behavioral finance access, and Broadridge lands a machine learning patent.

30% of LGBTQ individuals report experiencing bias or discrimination when seeking out financial services.

Northwestern Mutual surveyed 2,740 Americans on their expectations for the U.S. economy in 2023.

Divorce, disagreement, disability, distress or death are the leading cause of unplanned exits, depleting an entrepreneur of their hard-earned wealth.

The number of ultrarich families is growing, and so are their demands on advisors. Schwab moderated a panel on how RIAs can succeed with these clients.

A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but clients of all ages are logging on more often.

The Investment Adviser Association contends federal regulators have not taken into account the likely onerous cumulative effects of their proposals on cybersecurity, outsourcing and data security.

The decline is expected to come from client outflows, overlap between the two banks and cost savings.

Although wealth management firms want to acquire clients for growth, they're missing a significant segment.

The company's latest rollout furthers its onboarding focus at a time when transitioning legacy assets is crucial.

The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.

INVEST 2023 panelists and the latest SEC risk alert suggest the regulator will treat the rule much like one that has cost big Wall Street firms more than $2 billion in fines.

Asset flows into the funds soared last year with the launch of the firm co-founded by Republican presidential candidate Vivek Ramaswamy.

As sustainable investing principles weather a growing backlash, the biggest asset managers are pivoting in how they talk about environmental, social and governance funds.

High debt, paired with persistent income inequality, has left LGBTQ employees unprepared for retirement.

Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.

A new report from the National Financial Educators Council argues that current school mandates for financial literacy are subpar.

Plus, F2 Strategy makes an acquisition, iCapital has a new alts marketplace and OneVest follows funding raise with a move south.