How to Discuss Impact Investing With Your Clients
It's a conversation most women and millennials want to have — and one robo-advisors can't initiate, says Envestnet's Zachary Karabell.
Senate Confirms Jay Clayton as SEC Chairman
Groups press Clayton to prioritize uniform fiduciary rule for brokers and advisors.
Morningstar to Offer Advisors a New Tool to Evaluate Risk: Portfolio Products
In other product news, Ivy enters the passive world with five new index funds.
Lucky 13? For These SMA Managers, Luck Had Nothing to Do With Their Success
Advisors want managers who stick to their investment process and perform as advertised, regardless of where we are in a market or economic cycle.
The 2017 IA 25 Readers’ Choice
This year, we asked readers to weigh in on the most influential people in the advisory industry.
Frontrunners: The 2017 IA 25
Whatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors’ behalf.
The ‘Middle Kid’ Sounds Off
Like the middle kid in a family, Gen Xers often feel they never got as much respect as other generations.
Thinking Gen X: An Overdue Look at an Overlooked Generation
This generation is underappreciated for how its members behave: hardworking, tech-savvy, intelligent and independent.
Pay Attention to Gen X Women
“The Generation X woman has become the apex consumer in our marketplace,” Cam Marston says.
Dick Wagner: The Conscience of a Profession
Financial planners share the impact the late Wagner had on their careers and the industry.