Karen DeMasters

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A Hurricane May Devastate A Company Your Client Is Invested In: What To Do?

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These asset managers say climate risks will have to go into your clients' investment thinking.

Advisors Holistic Planning Promises Going Unfulfilled, Aquilance CEO Says

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Advisors still are mostly focused on clients' investments, CEO John Carey said.

'Stay Nimble,' Investors Are Advised By Virtus Investment Partners

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The country may still be in line for a mild recession, the firm's economist says.

Market Conditions Bode Well For Munis, Nuveen Says

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Economic conditions make municipal bonds an attractive investment, Nuveen's Dan Close says.

Baby Boomers Warming Up To Bitcoin, deVere Group Says

by FA Staff

There's been a "seismic shift" in the older generation's view of crypto, the firm's CEO said.

AlphaTrAI Boosts Executive Roster

by FA Staff

The tech firmalso acquired a partner and added to its Executive Advisory Council.

Vanguard Charitable Donations Rise 45% In 2024

by FA Staff

Doctors Without Borders and World Central Kitchen were the top grant recipients.

TOVA Wealth, A New $400M AUM Firm, Joins Sanctuary Wealth

by FA Staff

The North Carolina team has come over from Merrill Lynch.

The Crypto Revolution Is Just Beginning, Says Ric Edelman

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Advisors must learn how to explain the new asset class to clients, he said.

Todd Mackay Will Lead Cetera Solutions

by FA Staff

The former president of Avantax, Mackay led the firm to record growth, Cetera said.

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