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On the character of icons
NEWS INDUSTRY NEWS JAN 18, 2020
On the character of icons

The sine qua non of an icon is his or her integrity and honor

Why advisers should bring up ESG with clients
NEWS INDUSTRY NEWS JAN 17, 2020
Why advisers should bring up ESG with clients

Help clients put their money where their mouths are

Why advisers are slow to recognize the world moving toward ESG
INVESTING ESG JAN 17, 2020
Why advisers are slow to recognize the world moving toward ESG

Wealth managers need education to learn differences between ESG and SRI

3 big themes for RIAs in 2020
NEWS OPINION JAN 17, 2020
3 big themes for RIAs in 2020

David Canter of Fidelity talks about where the independent adviser is heading as we embark on a new decade

2020 adviser outlook: Focus on managing client expectations
NEWS INDUSTRY NEWS JAN 17, 2020
2020 adviser outlook: Focus on managing client expectations

Don't be worried about an imminent recession, says Joan Valenti of Valenti Wealth Management

Active equity funds bled $41.4 billion in 2019: Morningstar
INVESTING MUTUAL FUNDS JAN 17, 2020
Active equity funds bled $41.4 billion in 2019: Morningstar

In sixth straight year of net inflows, passive funds pulled in $162.8 billion

OSJ managing $260 million switches to LPL from Sagepoint
NEWS RIAS JAN 16, 2020
OSJ managing $260 million switches to LPL from Sagepoint

Mike Sisco forms Paradigm Wealth Partners, based in Des Moines, Iowa

Miracle Mile Advisors hires team from Payden & Rygel
NEWS RIAS JAN 16, 2020
Miracle Mile Advisors hires team from Payden & Rygel

Trio managed $2 billion for small and mid-sized institutions

Advisers continue to increase allocations to ETFs, study finds
INVESTING MUTUAL FUNDS JAN 15, 2020
Advisers continue to increase allocations to ETFs, study finds

RIAs, younger advisers heaviest users of exchange-traded funds, says Broadridge

CFP ranks grew by 3.9% in 2019
YOUR PRACTICE PRACTICE MANAGEMENT JAN 15, 2020
CFP ranks grew by 3.9% in 2019

More minority members and women gained certification