Can SmartAsset succeed where other advisor-client matchmakers failed?
The company, which has a new service, provides leads — and now phone calls — from its 65-million person audience to advisors.
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Stifel poaches quartet of ex-wirehouse recruits with $800M
One team is among the top producers in their region, and the other spent more than two years assessing potential employers.
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‘Black people are locked out’: $10B fund manager on race inequality
“The idea is economic fairness, economic justice, economic inclusion. Not just making donations,” says Ariel Investments co-CEO John Rogers.
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BlackRock’s green dreams got complicated fast
In the months since CEO Larry Fink’s push to focus the firm’s efforts on ESG, the investing landscape has changed more than anyone could have anticipated.
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Why I lost the same client twice ... and it gave me joy
It would have been easy to poach this client in her moment of anxiety and weakness.
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Getting creative with client events in challenging times
Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.
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How BNY Mellon will entice Pershing RIAs to use its ETFs
The firm's new suite of eight low-cost ETFs include two funds that are no-fee.
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Fidelity Magellan echoes glory days by trouncing benchmark
Wild market swings have given many active managers a rare respite after a decade-long battle against the rise of passive investing.
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I am a black woman advisor. Am I valued by this industry?
It's been hard for me to find mentors, and I've stopped attending most industry conferences.
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Private equity gets a big win with U.S. nod to tap 401(k) plans
The Labor Department issued guidance Wednesday effectively allowing retirement plans to invest in buyout firms.
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Schwab-TD deal passes milestone as DoJ closes antitrust investigation
The acquisition requires shareholder approval; voting is scheduled for later on Thursday.
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Schwab-TD Ameritrade deal surpasses milestones
The acquisition, set to close later this year, will create a behemoth among custodians.
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BlackRock files to license active non-transparent ETF structure
The asset manager plans to leverage Precadian’s ActiveShares product, which requires funds to publish an indicative value of its holdings every second.
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Fidelity throws heft into hidden-asset ETF arena with 3 new funds
The products will have the same management and research teams as the firm's similarly named mutual funds.
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Senate passes changes to Paycheck Protection Program
The bill, which passed the House last week on a 471-1 vote, now heads to President Trump’s desk for his signature.
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‘Decarcerate’ portfolios: Planner exhorts advisors to help defund mass imprisonment
An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.
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How many black planners? CFP Board will answer upon request
The data on black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.
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How did funds with low ESG risk perform over the long term?
The answer is unequivocal, according to one expert.
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Does the financial services industry want minority clients?
Advisor Zaneilia Harris has come to a bleak conclusion.
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