GOP House legislators have introduced legislation to let Americans put alternatives into their retirement accounts.

A Step Towards The Next Era Of Shareholder Engagement by Chris Nobles. The shift towards retail voting programs represents more than a technology change ...

As big tech becomes an ever-larger proportion of investors’ equity portfolios, we caution that passive fund investors may be effectively making a highly active, one-way bet on the AI boom. By their ...

Advisors who handle divorcing clients without the necessary training could expose themselves to fiduciary risks, the CFP Board of Standards says. The board's “Divorce Guide: Navigating Divorce and ...

Worries are mounting that bad loans at smaller banks are poised to spill over into other corners of the stock market.

Half of today's five-year-olds are expected to live beyond 100, forcing unprecedented changes in retirement planning.

Matt Bogdan. Passive fund investors may be effectively making a highly active, one-way bet on the AI boom.

Focus Partners Wealth has acquired one of its network firms, Sonora Investment Management, a Tucson, Ariz.-based advisor with about $2.4 billion in assets under management. The financial terms of the ...

Carnegie Investment Counsel, a Cleveland RIA, has acquired AHL Investment Management, a Winter Park, Fla.-based wealth management firm with about $220 million in client assets, according to a press ...

Activists on the right are running ads and holding meetings to pressure Republicans to stave off Democrats' demands.

Raymond James recently recruited two teams from LPL Financial that managed a combined total of $420 million in assets to join its independent channel in Kansas and Minnesota. The larger of the teams ...

Wealth management firms with 20% or greater consistent organic growth can easily increase their value by two or three times EBITA. What is important is to demonstrate that the organic growth is ...