Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Katherine Wertheim, a fund-raising consultant for nonprofits in Ventura, Calif., about her experiences as a client.
Some managers are conjuring ESG funds out of thin air by 'repurposing' struggling mutual funds, sometimes just changing the language in the prospectuses.
Genstar, which owns a majority stake in the RIA, hired Goldman Sachs to advise on the sale, the same team that advised Kestra on its sale to Warburg Pincus.
WealthManagement.com & Cerulli Associates are conducting a survey on portfolio construction and product use. You’ll be entered to win a $500 American Express gift card - PLUS you'll receive the new Cerulli report “Managing Growth” (value $3,500) just for completing the survey.
The Financial Planning Association, whose membership includes thousands of CFPs, wants the CFP Board to delay enforcement to coincide with new SEC rules.
Nearly 200 companies in the S&P 500 hiked their dividends a median 8% during the first six months of 2019, making these dividend-yielding ETFs worthy of a closer look.
