Is custody commoditized? The #3 custodian says yes
What should you consider when you are considering a custodian? Whether you are an existing RIA or a registered rep looking to make a move, LPL senior vice president Steve Earner has some useful tips.
Helping ESG investors avoid greenwashing
Parametric ESG expert Gwen Le Berre explains how advisers can protect clients from companies that exaggerate — or even lie about — their environmental, social and governance efforts.
Navigating Gray Divorce: How Advisers Can Help Female Clients
The divorce rate among older couples is on the rise. Here’s how advisers can help female clients going through it.
Why Inflation Concerns May be Overblown
In a Q&A, PGIM Fixed Income’s chief economist shares why the firm is more sanguine about long-run inflation.
Inflation Protection: A Missing Component in Most Portfolios
From monetary policy to the green energy transition, VanEck sees several factors setting the stage for more inflation. Are portfolios ready?
Advising widows: Tips to serve clients at a sensitive time
Seventy percent of women leave their financial adviser within a year of widowhood. Here’s how advisers can improve service during this challenging life stage.
Women and Wealth: How Advisers Can Help Caregivers
One of life’s most challenging circumstances is caring for a loved one. Here’s how advisers can help female clients who are thrust into the role.
Calvert: What’s ahead for responsible investing?
The top Overall Small Company believes 2021 could be a pivotal year for ESG investing.
Paradigm Capital Management: Seeking deeper insights
The Small Company Equity winner shares what proved pivotal in 2020.
American Century: Evolution paves the way
The Overall Large Company and Equity Large Company winner undertook several innovative initiatives.