Merrill Lynch alum creates a new service model to provide financial advice to the masses.
With $600 billion in assets under advisement, Captrust has appointed a head of wealth management to lead the growing $24 billion under management business.
Special purpose acquisition companies are leveraging celebrity endorsements to drive investor demand, while financial advisers struggle to protect clients from risk.
Advisers should embrace social media with an authentic voice that shows their personal side, said marketing strategist April Rudin at the InvestmentNews Virtual Fintech Summit.
The surging bull market for stocks has increased the need to split shares to keep prices manageable for investors.
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.
