Portfolio

At 42, an Idaho store clerk dreams of retiring by 55. His ultra-frugal freegan lifestyle could make it happen, but advisors have one major concern.

The F/m Compoundr High Yield Bond ETF (CPHY) and the F/m Compoundr U.S. Aggregate Bond ETF (CPAG) began trading this week.

A number of variables including illiquidity and opaque valuations may cause advisors to think twice before recommending this alternative asset to clients.

Plus, UBS loses a pair of advisors from a prominent team to Morgan Stanley, while SageView and Corient make big acquisition deals.

Financial advisors can multiply their reach, the value of their business and their client services by tapping new employees. Finding the right fit is a careful dance.

Advisor pay policies are often notoriously complicated affairs. LPL is seeking to simplify it all with a new AI offering that promises to bring "clarity and intelligence to every payout."

The sprawling new tax law includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.

In an increasingly choppy sector, experts say investing with caution and an eye on diversification is key.

Transitioning emotionally invested clients out of concentrated stock positions and legacy funds takes time, tact and a tax-savvy mindset.