Laird Norton Wealth Management, which oversees almost $8 billion in funds, says a lack of socially responsible investment options has prompted it to team up with two industry heavyweights to design new strategies amid growing client demand. The Seattle-based firm ...

Amid all the arguments being made for reducing fixed-income exposure in exchange for the much more exhilarating journey across the high-flying equity markets, Thomas Lee, chief investment officer at Parametric, offers a counter perspective. While Lee acknowledges the rationale against ...

If you’re a financial adviser who is not yet familiar with the concept of direct indexing, you are dangerously close to falling behind the curve. Seemingly from out of nowhere, and riding on a wave of zero-cost trading platforms, the ...