Subscribe
May 18, 2015

Download Issue

Available to subscribers only

Featured News

Investors are impatient, they want big earnings

Lacklustre results from corporates wont cut it after stock rally.

Biden White House wipes student-debt slates clean for art school victims

The Biden administration has cancelled $6.1B worth of loans for 317,000 Americans who were deceived by the Art Institutes.

DOL’s fiduciary rule faces first legal challenge

Lawsuit filed in Texas federal court argues that the agency “has exceeded its authority,” acting inconsistently with ERISA’s intent.

Whatever happened to that small-cap rally?

Despite all the year-end predictions that small-cap stocks would outperform in 2024, the Russell 2000 index continues to trail the S&P 500 by a wide margin.

DOL urged to refresh guidance for target-date funds

New report argues the guidelines, developed more than a decade ago, must be updated to better reflect current landscape of 401(k) plan options.

What are asset managers doing about DEI?

Inaugural report covering 1,200 firms shows adoption of formal DEI policies, recruitment programs, and best practices to tackle representation gap.

Spurs co-owner Sixth Street laying ground for debut sports fund

The San Francisco-based investment firm and NBA team stakeholder is reportedly in talks to raise its first vehicle for sports teams and leagues.

Private Advisor Group expands in Tennessee

The independent RIA bolsters its community in the East Coast as it welcomes former Edward Jones advisor.

BlackRock-backed Willow wants to help advisors catch the wealth transfer wave

With fresh funding, the startup catering to financial advisors is offering new courses geared towards women and NextGen investors.

Fiducient Advisors names new president

The NFP affiliate firm announces industry veteran in a planned succession as its leader of nearly 20 years steps down.

Bridging the wealth gap: The power of financial education

By financially empowering underserved communities, advisors can play a crucial part in tackling inequality.