Money
Top Advisor/SHOOK

Putnam’s Collins Draws On Nature For ESG Investing Inspiration
ByR.J. ShookSenior Contributor
Investors Set To Get Unprecedented Peek Inside Wall Street's Secretive Funds
ByJason BisnoffForbes Staff
UBS Pays $1.4 Billion For Wealthfront To Attract Millennial American Investors
ByJason BisnoffForbes Staff
Vanguard Joins Morgan Stanley And Blackrock In Fight For The Next Big Thing In Investing: Direct Indexing
ByJason BisnoffForbes Staff
Infrastructure Offers Way To Diversify Portfolios, Add Yield
ByR.J. ShookSenior Contributor
With Robinhood IPO, Financial Advisors See Everything From Gambling To Wealth Management’s Future
ByJason BisnoffForbes Staff
Want To Know Why A Wealth Tax Won’t Work? Remember The Time Michael Jackson’s Estate Landed In Tax Court
ByHoward GleckmanSenior Contributor
Envestnet Exchange Gives Insurers New Way To Sell Advisors Annuities
ByR.J. ShookSenior Contributor
Downward Facing Dogecoin. What To Make Of The Crypto Crash.
ByRob IsbittsSenior Contributor
Stimulus Checks, Elon Musk And Crypto Memes: How Douglas Boneparth Is Using Twitter Like No Other Financial Advisor
ByJason BisnoffForbes Staff
Culture, Talent Key To Creating Winning Teams
ByR.J. ShookSenior Contributor
Wealth Management’s Future Hinges On Diversity, Sieg Says
ByR.J. ShookSenior Contributor
Morgan Stanley Promotes Wealth Management Head Andy Saperstein To Potential CEO Successor
ByJason BisnoffForbes Staff
Future Of Cities’ Central Business Districts Is Still Unclear
ByRichard McGaheyContributor
After Covid-19 Vaccination, Will You Work From Home Or Head Back To The Office? Ask Your Boss
ByRichard McGaheyContributor
Putnam’s Collins Draws On Nature For ESG Investing Inspiration
ByR.J. ShookSenior Contributor
Jamie Dimon’s Annual Letter To JPMorgan Chase Shareholders Talks Technology
ByRon ShevlinSenior Contributor
President’s Tax Plan Would Kill Or Suppress Numerous Common Estate Tax Planning Techniques
ByAlan GassmanContributor
The Yield Curve Just Became More Inverted, Hinting At A 2023 Recession
BySimon MooreSenior Contributor
Why Did Buffett Buy Occidental Petroleum Stock?
ByBill StoneContributor
SEC Wants Corporations To Calculate Climate Impact Of Companies They Do Business With
ByJason BisnoffForbes Staff
Given The Wide Set Of Rate Scenarios, Here’s What The Fed Is Watching In 2022
BySimon MooreSenior Contributor
Good Luck, Mr. Powell
ByOliver RenickContributor
Fed Raises Rates But Lacks Consensus, Seeing Moderation In Inflation In 2022
BySimon MooreSenior Contributor
Executive Order Makes Policy On Crypto Less Cryptic
ByMatthew ErskineContributor
FEATURED

Top Women Wealth Advisors 2022

ByJason BisnoffForbes Staff

Gut-wrenching stock market swings are not for the faint of heart, or wallet. Luckily, a recent study by Fidelity shows that women tend to take fewer risks, are holistic in their approach to investing and practice patience. In short, it makes the case that women are better investors and savers than their male counterparts. Forbes’ sixth annual Top Women Wealth Advisors collectively manage $1.9 trillion. Our rankings were compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by their firms.

Former Champion Sprinter Approaches Investing As A Marathon

ByJason BisnoffForbes Staff

Forbes Shook Wealth Advisor Directory

UBS Pays $1.4 Billion For Wealthfront To Attract Millennial American Investors

ByJason BisnoffForbes Staff

More from Top Advisor/SHOOK

Mar 29, 2022

Why Did Buffett Buy Occidental Petroleum Stock?

Berkshire now owns an over 14% stake in Occidental Petroleum worth approximately $7.7 billion. This would rank it as one of Buffett’s top ten publicly-traded holdings. Higher oil prices over the long term and the benefits of U.S. production would make this investment a long-term winner.
ByBill StoneContributor
Mar 16, 2022

Good Luck, Mr. Powell

As of Monday the NASDAQ is officially in a bear market. The Russell 2000 has been there for a month, but it also hasn't gotten any worse during that month. At this point I think most people would be happy with a sideways market.
ByOliver RenickContributor