Hamilton Lane to Manage Guardian Life’s $5B PE Portfolio
By Alexandre RajbhandariAlternative asset managers and life insurers have been increasingly joining forces in recent years
November 03, 2025
First Trust Portfolios to Pay $10M Over Excessive Gifts to RepsFirst Trust preconditioned gifts on reps of client frms achieving sales targets, FINRA said.
November 03, 2025
10 Best Dividend Aristocrats to Buy Now: MorningstarThese undervalued companies have a history of consistently growing dividends, analysts find.
October 31, 2025
Steward Partners Execs Reflect on 12 Years of GrowthThe financial services firm sailed past $40 billion in total assets and aims to double the business in short order.
October 31, 2025
Women Embrace Frugality, Prioritize Savings: FidelityFour in 10 women surveyed said they have cut spending on nonessential activities over the past year, research finds.
October 31, 2025
How Advisors Can Succeed in the Next 5 Years and BeyondWhat's worked for advisors in the past won't continue to work in the future, marketing expert April Rudin says.
October 31, 2025
LPL Reports 80% Commonwealth Retention So Far, Sticks to Higher TargetThe firm also said it's reducing fees and simplifying the pricing structure across its advisory platforms.
October 31, 2025
Vestmark Set to Distribute Capital Group Model PortfoliosRIAs will be able to access a customizable platform through their preferred custodian.