Recently, I was in the presence of a cynical financial advisor asking for “words of wisdom” in what was essentially marketing her services to cynical affluent prospects. ...

Negative ESG screening is old hat. Green Alpha Advisors starts with a sustainability model, then finds companies that fit it.

With all of the high-profile movement going on in the financial advisor landscape, one area of practice that seems to capture less of the limelight is the institutional advisory space. While institutional advisors—those whose clients are...

Alternative funds may be more prone to performance chasing. Does a fund-of-funds approach work better?

For a long time, reverse mortgages were viewed by most clients and advisors as an expensive, complex and risky tool that put homeowners in danger of “losing the house.” They were often peddled on TV during cut-rate advertising...