Author: narayan

Alternative investment platform iCapital has agreed to buy Hexure, a provider of life insurance and annuity sales software, for an

If you’re investing in traditional value or growth index funds, you might be unknowingly holding stocks that are neither value

Judge Margaret “Meg” Ryan has resigned from her position as enforcement director at the Securities and Exchange Commission, less than one

Berwyn, Pa.-based wealthtech firm Envestnet announced an initial series of interval funds is now available within its Unified Managed Account

Edward Jones continued to make moves in 2025 to increase advisor headcount while trimming home-office staff, according to its annual

Change happens slowly in the defined contribution world, but it does happen—eventually. No dramatic changes have occurred since auto features

If you look at the states that are absorbing a disproportionate share of working-age and retirement-age Americans, it does not

Publicly-traded REITs posted 6.3% year-over-year net operating income growth, with over 60% posting increases in funds from operations and 75%

On Zephyr’s Adjusted for Risk Podcast, Ryan Nauman speaks with Beth Lawlor, President of Private Wealth Management at U.S. Bank,

Triad Wealth Partners, an institutional RIA that runs a TAMP program and serves as a sub-advisor for independent RIA practitioners,