Wealth management

Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing

In the first half of the year, the country’s largest pension system cast votes against pay plans at 1,165 firms, or 52% of portfolio companies that held votes.

The move follows efforts to reduce expenses in the company’s global wealth management business.

Three of the quartet join the South Dakota office, while the fourth is in Washington state.

“The primary drawback of fewer hedge fund filings is lack of clarity around crowding risk,” strategists from the firm write.

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

To thwart a multifactor verification system, he once used a victim’s home phone to authorize transactions.

The fast money has more than three times the impact on equity valuations than long-term investors like pension funds, according to a recent paper.

Using machine-learning algorithms, the firm's $106 billion systematic active equity group researches social media pages and online job postings to build portfolios.

The group had been at their previous firm for 14 years.

“They’re now realizing: Let’s actually get the contingency plan in place,” said Dominic Volek, head of sales at Henley & Partners, the world’s biggest citizenship and residency advisory firm.

The widespread popularity of the compensation descriptor, long ballyhooed by RIAs, ultimately proved problematic for the CFP Board which has updated its standards.

Northwestern Mutual’s practices raise difficult questions about the nature of retail advice just as wealth management faces greater scrutiny under new rules.

After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.

“What this tool does uniquely is it takes the depersonalized delivery of benefits and really helps the individual determine how best to get the most out of their benefits,” says Voya’s Andrew Frend.

At home or under a socially distanced beach umbrella, these diverse titles will help while away this singular season.

Wealth management profits fell, but a steep rise in transactional business offset some of the decline.

“The face of our industry is typically not me,” says the Vanguard and DFA veteran. “I thought about how many young people that I could inspire. So I raised my hand.”

The two companies have deep ties and are now formalizing the bond.