New Study Ties Lack of Advisor Diversity to Local Racism
By John ManganaroMarkets showing greater animosity toward Black people have lower levels of Black advisor representation, research shows.
June 21, 2023
This Retirement Investing Strategy Can Boost Income 29% a YearIt's also less risky than a 60/40 portfolio, according to a new paper.
June 21, 2023
Advisor Group Has a New NameThe company will unite its eight firms into one entity over the next 18-24 months.
June 21, 2023
Bill to Claw Back Bank Execs' Bonuses Gets Senate Panel's ApprovalThe bill follows a public outcry sparked by executives at SVB and other failed banks receiving generous bonuses.
June 21, 2023
Carson Group Strikes Its Largest Deal YetNorthwest Capital Management, with $5 billion in AUM, specializes in retirement plan services.
June 21, 2023
12 Most Expensive Cities for Living LargeThese are the cities where living a high-net-worth lifestyle costs the most, according to a Julius Baer analysis.
June 21, 2023
New Social Security Bill Boosts Survivors BenefitThe surviving spouse would get 75% of the combined couple's benefit; another bill boosts the caregiver's credit.
June 21, 2023
Number of Individual Disability Policies Holds Steady: Gen RePolicy sales were a little higher than in 2021.