ETFs expected to make up a growing share of investor portfolios in the year ahead, according to Charles Schwab & Co.’s ETF Investor Study.
The president of the $16 billion RIA told attendees at the InvestmentNews Women Adviser Summit that that it's too early to guess when things will get back to normal.
With the Biden administration ramping up the focus on climate change, ESG investing is expected to see another wave of growth.
The equally weighted S&P 500 index has outperformed its cap-weighted counterpart this year.
The new tool, called PracticeLab, is similar to the services advisers are getting from custodians and other business partners.
Less than a week after notching its 15th deal in as many months, Toronto-based CI Financial announced the acquisition of an Atlanta-based RIA with $4.7 billion in client assets.
Financial advisers are embracing a more virtual form of communicating with clients and colleagues to the point where most don’t expect to ever go back to sitting behind a desk in a traditional office.
Morningstar data show women are making little progress breaking into the ranks of portfolio managers.
The financial services industry relied on technology and innovation to adapt and keep business running throughout the pandemic, and should continue to embrace much of what was learned.
The Toronto mega-buyer continues to gobble up U.S. wealth managers at a record clip. Once the deal closes, CI is expected to have approximately $50 billion in U.S. assets and total assets of $212 billion.
