During the same period, the RIA sector saw a 66% increase in advisor headcount. It’s no wonder more advisors are shifting to RIAs— independence promises greater freedom, economics and client alignment ...

This paper considers the index tracking portfolio (ITP) design problem in financial markets, which aims at reproducing the performance of a financial index by investing in a subset of the assets ...

26 Sep 2024 (Johannesburg Stock Exchange) The Satrix Resi ETF Portfolio has experienced a significant rebalancing following the latest quarterly review of the FTSE/JSE Resource 10 Index, impacting ...

Portfolio Performance With broader leadership providing more ways to win in 2025, my more value-oriented portfolio managed to slightly beat the S&P despite big differences in allocation.

See here for latest updates on Leon Cooperman's $2.52B Omega Advisors portfolio, including new picks like Sunoco and key insights into his long-term investments.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the acquisition of O’Brien Wealth Partner ...

Nearly half of Americans skip insurance in their financial plans. Here’s why experts say that’s a mistake, and how it could cost your family long term.

Financial advisor Ric Edelman recommends financial advisors hold from 10% to 40% of a portfolio in crypto including bitcoin.