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A yearly review surfaces drift, overlap and laggards but leaves the decisions to you. Here is how Portfolio Manager and Fund Advisor together close that gap completely.
Advisors are uniquely situated to have these discussions.
Selling good funds to shorten your list costs 12.5 per cent in tax for nothing. Here is when consolidation makes sense and how to decide which fund to redeem first.
Charles Schwab is looking to hire a director to lead the firm’s long-short SMA platform. Morgan Stanley has beefed up its UMA program to allow a wider variety of assets, including...
Pontera is offering a non-discretionary held-away asset view for advisors, which the firm said is not a direct response to Fidelity blocking client credentials.
Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.
Farther is a hybrid wealth management with fiduciary advisors, AI-powered planning, and personalized investing for high-net-worth clients. Learn more. The post Farther Review: Mod...
Founder and CEO of Charitable Impact discusses how these tools can serve advisors building charity plans
In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and Gridline partners with Hamilton Lane on benchmarking.
XA Investments projects growth above 20% annually for 3(c)(7) funds and operating companies.
ETF managers are racing to position themselves for the Anthropic IPO. Ares Management is in talks to buy Leonard Green & Partners to bolster its private equity platform. These...
From exchange funds to tax-aware long/short strategies, wealth managers are combining solutions to help clients diversify concentrated single-stock positions without triggering hug...
Among the additions are custom strategies focused on tax-managed enhanced and fundamental equity and SMAs that offer UMA integration.
Fidelity introduced ETF share classes for three of its mutual funds, reported ETF Trends. Morningstar analysts took a deep dive into whether the U.S. dollar rally will continue. Th...
The public conversation about DAFs relies on broad generalizations.
Vinnie Maliakkal managed $1.4 billion at Charles Schwab for 11 years before joining the AI-native wealth management platform as managing director and founding advisor.
As of May 2026, AMFI data shows 335 open-ended debt-oriented schemes and 569 open-ended equity-oriented schemes, each with its own risk-return profile and investment mandate.
Technology and AI are pushing advisors beyond traditional fund monitoring and fee benchmarking toward helping sponsors navigate a complex ecosystem of retiretech solutions.
A handful of exchange-traded funds are about to teach American kids about the magic of compound interest. One of them could become a blockbuster.
Asset managers are doing an about face on outsourcing, seeking to bring more functions in-house. A combo of factors has created an opportunity in muni bond investing. These are amo...
A Roth conversion play could reshape how advisers weigh the new US children's vehicle
By all means, use a financial advisor if you want to. But don’t assume that you have to, or that you will make more money by doing so. You are perfectly capable of managing you...
Bogart Wealth's James Bogart discusses why investing in people, data and future advisors is essential for creating an enduring organization
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