November 1, 2021
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Featured News
Geeta Aiyer is an ESG pioneer and a DEI champion
Geeta Aiyer has dedicated her career and personal passion to using finance to support social good via ESG and impact investing.
Palazzo’s new Envestnet role is a chance to advance her vision
'The future is comprehensive financial planning,' Rose Palazzo says, and she hopes to be at the forefront of that shift as the new head of MoneyGuide.
2021 Women in Asset Management Awards
This year's awards recognized 13 winners in categories such as Advocate of the Year, Outstanding Leader of the Year and ESG Investment Manager of the Year.
DOL delays fiduciary rule enforcement until February
The Labor Department is giving the financial industry the additional breathing room it had sought to prepare for the new regulation.
Diversity in financial advice: Recruiting priority or PR play?
Press releases touting recent hires fall short in the effort to make the financial advice industry more diverse.
Vanguard, American Funds double down on model portfolio partnership
A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.
Raymond James faces compensation pressure
Raymond James was having to pay up to recruit advisers. Now, it's feeling the same pinch for employees.
