11 Sep, 2024 | Admin | No Comments
Active Bond Funds Outperformed Passive Peers By a Mile Over the Past Year
Morningstar’s latest U.S. Active/Passive Barometer compared active and passive fund performance over the year ending in June.
Working with a real estate mentor will help you navigate the ins and outs of your career, shorten your learning curve, and help you grow your business faster. It can also assist you in working with investors or buying investment properties. But the key is figuring out what type of mentorship is right for you. […]
11 Sep, 2024 | Admin | No Comments
SEC Charges Tennessee Advisor with Faith-Based Strategy of Defrauding Investors
According to the commission, Donald Anthony Wright made false statements when selling promissory notes to clients to fund the purchase of a Texas-based media marketing company.
Latest lawsuit accuses Johnny’s widow of trademark infringement.
For an upfront purchase price of $50 million, the deal brings $47 billion of assets in the emerging and mid-market retirement plan segments and competitive ESOP administration.
The five firms represented by this year's rising stars all saw tangible results as a result of their efforts.
The AI-driven platform, which launched in 2022, shares many similarities with Finny and Aidentified.
10 Sep, 2024 | Admin | No Comments
Some Firms Tweak the Messaging Around DEI, But Don't Retreat From It
Wealth management executives discussed how their firms are responding to criticism of DEI initiatives during a recent WealthManagement.com think tank.
10 Sep, 2024 | Admin | No Comments
FTSE Russell Survey: Retail Investors Increasingly Prefer Index Funds
One obstacle retail investors face is a lack of appropriate recommendations from their financial advisors, according to the FTSE Russell Wealth Survey.
Fractional ownership is a creative way for investors to get into the market. Imagine owning a sliver of a plush vacation or a commercial property without taking on the whole cost of ownership. This investment opportunity essentially democratizes property investment for the mass investor through affordability and manageability. I will cover what fractional ownership is, […]