[Among the fastest-growing product vehicles in the industry, separately managed accounts, per the FUSE Research Network, are projected to top $5.1 trillion in assets in 2026, reflecting a 15.4% CAGR ...

SEATTLE--(BUSINESS WIRE)--Parametric Portfolio Associates (Parametric), part of Morgan Stanley Investment Management (MSIM), is pleased to announce the launch of Custom Active, an innovative tax ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The merits of active versus passive management are part of ...

The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...

CommentaryAttorney Analysis from Westlaw Today, a part of Thomson Reuters. April 22, 2024 - Law firms differ from traditional corporations in several ways, not least of which their revenue and ...

Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions can mean losing a significant part of client assets if not managed carefully. Processing ...

The wealth management landscape is undergoing a profound transformation in the digital era. Innovative technologies are reshaping traditional wealth management practices, introducing a new age of ...

Both clients and advisors have found AI to be a helpful tool, but not one best suited for every job. Processing Content That was among the findings of the recent 2024 Investor Survey: Insights for a ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...