Portfolio

The next CEO of Raymond James talks about how private equity ownership has made for some difficult marriages in wealth management, while a Morgan Stanley exec says asset outflows were unusually high last year.

With promises of potentially beating the market, actively managed ETFs can appear attractive to investors. But with higher fees and more potential volatility, are they worth it?

With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital strategy to include women.

The tide is beginning to shift toward the wirehouse in its contentions that deferred pay is not protected by federal retirement law.

Nearly 80% of the respondents to a recent advisor survey conducted by the asset management giant Blackstone said they plan to recommend more alternative investments in 2025.

The payday comes for a year that saw the bank's annual net income rise just over 2% to $27.1 billion.

Mercer Global Advisors and EP Wealth also extend their reach into the Nashville, Tennessee area with RIA acquisitions.

The name of the firm signals how she aims for the firm to be something more than a financial advisory company to women who are entrepreneurs and professionals.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

Thrust into the top leadership role, Rich Steinmeier oversees strong results in his first six months.