Portfolio

Securities America picks up a team with $100 Million in client assets while a Goldman vet heads to CapWealth. Here's a roundup of some of the most recent moves among independent financial advisors.

Kevin Keefe replaces Adam Antoniades as RCS boss shuffles executives for the first time since buying five IBDs.

With low valuations and improving investor sentiment, emerging markets equities may rebound from their recent correction.

From slower sales cycles to different long-term care needs, female clients often need a different planning approach.

Here are the best and most eye-opening takeaways from IMCA's annual conference, held this week in Boston.

With low valuations and improving investor sentiment, emerging markets equities may rebound from their recent correction.

New rules up the ante on estate planning, making it imperative that planners change their tactics.

A large majority of women are feeling anxious about their retirement security; at the same time there is a significant gender gap within the advisory sector, new research shows.

With clients worried about running out of money in retirement, should advisors give annuities a second look? Professor Moshe Milevsky think so.

Creating allocation "no-trade zones" can ease the pressure to make an immediate sale in a soaring asset class.