The Fund-Investor Return Gap Is Shrinking, and Advisors Helped
By Dinah Wisenberg BrinAdvisors' increased focus on holistic portfolio management may have curbed trading, Morningstar's Jeffrey Ptak says.
August 06, 2026
Ex-Schwab Portfolio Manager Files Whistleblower Suit After Texting ComplaintsSabya Sinha alleges that he was terminated after reporting violations to the SEC.
August 06, 2026
Corient Adds $21B Summit Trail AdvisorsThe transaction brings the Miami-based wealth management firm to about $556 billion in AUM.
August 06, 2026
12 Cities Where Income Grew MostHouseholds in these cities are offsetting the effect of inflation, SmartAsset finds.
August 05, 2026
Apollo CEO Calls for Tougher Annuity Issuer Capital RulesMarc Rowan warned that "regulatory arbitrage" could lead to issuer failures.
August 05, 2026
Jackson Might Buy a Life InsurerDon Cummings, the annuity giant's incoming CEO, says he likes the idea of diversification.
August 05, 2026
PRO
Want to Sell Your Business? Start Planning EarlyWaiting too long to implement a tax-efficient strategy is a mistake, says Bryan Bibbo of Prosperity Capital Advisors.
August 05, 2026
CFPs Are Happy and Clients Are Optimistic: SurveyInvestors feel better about their financial outlook than they did three months ago, according to the CFP Board.