Portfolio

Steward Partners has recruited an independent team formerly with Morgan Stanley. The team managed about $120 million in assets while at RPG Family Wealth Advisory.

Morningstar is offering DIY investors direct access to its separately managed accounts -- should advisors be worried?

In grading investment performance, it turns out that consistency is even more important than asset allocation.

What banks are advisors moving to? Eleven recently switched to BNY Mellon, Citi Private Bank, Liberty Bank, U.S. Bank, Webster Private Bank and Wilmington Trust. One was from a wirehouse.

On Wall Street partners with New York Life/MainStay Investments to honor the top ten branch managers for 2014.

Financial advisor use and recommendation of ETFs is continuing to grow, outpacing all other investment vehicles surveyed by the FPA's Journal of Financial Planning and the FPA Research and Practice Institute.

Affluent, super affluent and ultra affluent: Infographic breaks down assets, investments, family tips, charitable habits and more for people with $1 million or more to invest.

A deep dive into data on households with at least $1 million to invest suggests conventional wisdom is imperfect.

If you’re comparing a multi-asset client portfolio to the S&P 500, you’re setting yourself up for trouble.

As growth has surged at the nation's biggest independent broker-dealers, a new player has rocked the rankings and raised questions for the industry.