Featured
How to Evaluate a Direct Indexing Provider: 5 Questions Every Advisor Should Ask
Direct indexing has been heralded as the next evolution in personalized investing. It offers the potential for flexibility, tax efficiency, and the ability to tailor portfolios to each client’s unique situation.
Hedge Funds Short Healthcare Providers As Subsidies Debate Intensifies
Hedge funds last week sold more U.S. healthcare stocks than they bought for the first time in 14 weeks according to Goldman Sachs.
Recent
Another Record-Breaking Year for RIA M&A Activity
As 2022 comes to a close, RIA merger and acquisition activity shows no sign of slowing down, achieving yet another milestone.
2022's Top 50 Fastest-Growing Financial Advisor Firms
The independent wealth management industry has grown significantly over the past decade and many financial advisors think it will continue to grow.
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Addepar’s innovative software and data platform for wealth and investment managers is a proven leader in the space, with more than 800 clients.
10 Fraudsters Enter the 2022 Hall of Shame - Part 1
America’s most-notorious insurance criminals were dishonored with induction into the Insurance Fraud Hall of Shame.