Karen DeMasters

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RSF Social Finance Seeks To Redefine Impact Investing

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The firm offers loans to businesses that are initiating positive changes in the community.

Carson Group Sees 'Troubling' Lack Of Progress In Female Advisor Hiring

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The financial industry is failing to increase the representation of women advisors, the firm said.

Shareholders Demand Pricing Information From Big Pharma

by FA Staff

Pharmaceutical companies' patent extensions allow them to artificially raise prices, the investors say.

Risk Remains In Economy In 2024, Cetera Says

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Much depends on the Fed's reactions to economic changes, according to the company's market outlook report.

Bond Rates Could Again Push Higher, Advisors Say

by FA Staff

According to a survey, 62% of advisors believe rates on the two-year U.S. Treasury are at a peak now.

2024 Will Be The Year For SMAs, Direct Indexing, GSAM Says

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The control provided by SMAs is sought by investors and their advisors, Goldman Sachs Asset Management says.

Asset Manager Profits May Be Elusive In 2024, EY Says

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The less profitable firms will be replaced by newcomers, accoding to EY and McKinsey & Company.

Benefactors Can 'Insure' Heirs' Legacy, Brokerage Executive Says

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Properly planned insurance can not only protect, but enhance, legacy, Chad Druvenga says.

FPA Names 2023 Best Research

by FA Staff

Four academics have been acknowledged for their work to advance the financial planning profession.

LaSalle St. Adds To Network Of Firms

by FA Staff

Horwitz & Associates is a multigenerational financial firm.

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