Private Wealth and Family Offices - News & Blogs

These funds—including some of the largest such as SPY and QQQ—saw the most action over the past 30 days.

USAA members accessing investment products and services are being directed to Schwab.

Franklin Templeton fired portfolio manager Amy Cooper after an internal investigation. The firm "does not tolerate racism of any kind," it tweeted.

The content in this blog is based on a CFA-PRI survey of 1,100 financial professionals, mainly CFA members, from around the world, as well as workshops in 17 markets, as part of a best-practice report.

The $22.6 million JPMorgan Long/Short ETF (JPLS), the $53.9 million JPMorgan Managed Futures Strategy ETF (JPMF), the $53.8 million JPMorgan Diversified Alternatives ETF (JPHF) and the $25.1 million JPMorgan Event Driven ETF (JPED) will be liquidated in June.

Both stocks and gold are rallying. Market watchers are baffled.

Prepare clients for adverse changes affecting the estate tax.

The fear of missing out (FOMO) typically refers to the uneasiness that one is not “in-the-know” or is “out of touch” with some social events, experiences, and interactions. 

lthough different definitions for materiality apply, the consensus among investors is that a material ESG issue is a fundamental value driver of a company or security that affects the income statement, balance sheet, and cash-flow statement positively or negatively.

“It’s a different company than the one I left," says Timothy O’Connor, who's joining Ameriprise's independent advisor channel.

The deal will bring information security and cybersecurity expertise to a leader in communications compliance technology.

Thursday, June 18, 2020 | 4:15 PM Eastern Daylight Time

Attractive? Yes, but are they worth the cost?

“There’s no need for the Fed to be using all of their firepower now when the market is functioning smoothly.”

Morgan Stanley will offer a full suite of wealth management services to its existing Canadian corporate stock plan customers.

Editor in Chief Susan R. Lipp discusses this month's issue.

Al W. King III explores trust companies as a safe choice for a client’s assets.

Not following the charitable gift QPQ rules means trouble for charities and donors.

"I think what's actually emerging here is ESG has more semblance of being the new quality factor."

Your firm's success starts with effective client dialogue