Shrugging off the once-coveted, three-year performance record, advisers are pouring billions of dollars in assets into funds with untested histories.
Atlanta-based Stewardship Financial Advisors will be rebranded as Captrust; deal also gives Captrust access to Stewardship's estate planning law firm, which remains a separate entity.
After a brief introduction from Pershing chief executive James Crowley, the event relied on scholar, author and celebrated TED talker Adam Grant to break the ice by helping advisers become better business leaders.
Head of Schwab Advisor Services Bernie Clark gave progress updates, while unveiling the firm's annual Independent Advisor Survey Outlook. Results showed sweeping adviser optimism and lessons learned from 2020.
Research finds that companies that do business in the cryptocurrency space can be reliable proxies for digital currency exposure. For those who might have been waiting for an entry point, the case could be made that now is a good time to buy.
Investors in concentrated ESG strategies have experienced crashing lows from the highs of last year, while broadly diversified strategies have offered a smoother ride and still beat the S&P 500.
This marks the second major deal since March for the $35 billion RIA, and it's a sign of more to come, according to CEO Jeff Dekko.
As fee-based advice becomes a commodity, more RIAs are finding opportunities to target specific types of clients. Niche planning is easier for advisers who are just starting out because it doesn’t mean screening out some existing clients.
Global ESG Summit takes a deep dive into how advisers and clients can get on the same page when it comes to sustainable investing.
New research argues that stock photos on websites present a stale and static image. Clients want to see the real person behind the advice.
