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It's been hard for me to find mentors, and I've stopped attending most industry conferences.9h ago
CFP, PresidentHarris & Harris Wealth Management Group -
The Labor Department issued guidance Wednesday effectively allowing retirement plans to invest in buyout firms.June 4
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The acquisition, set to close later this year, will create a behemoth among custodians.June 4
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The asset manager plans to leverage Precadian’s ActiveShares product, which requires funds to publish an indicative value of its holdings every second.June 4
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The products will have the same management and research teams as the firm's similarly named mutual funds.June 4
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An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.June 3
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The data on black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.June 3
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Advisor Zaneilia Harris has come to a bleak conclusion.June 3
CFP, PresidentHarris & Harris Wealth Management Group
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Evenings on the town are being replaced with conference calls, online concerts and care packages.June 3
