Portfolio

Michael Bernier oversaw roughly $165 million in client assets at Canter Strategic Wealth Management, a firm with $300 million under management. Then he left to join LPL.

The battle over ESG investing is spreading in the Midwest, with the recent passage of an Ohio law and a decision by the Indiana Public Retirement System.

Here are the ways Americans fell behind on their estate planning in 2024 — and how financial advisors can help them catch up.

AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors.

The SECURE 2.0 Act contained changes to traditional and Roth individual retirement accounts and 401(k) plans that are being phased in over several years.

Whether for portfolio diversification or hedging against inflation, investors are set to take this precious metal to even greater heights in the new year.

Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

Advancements in AI, helping advisors cater to DIY investors and providing access to alternative assets and private markets are some of the trends coming next year.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

FINRA charges restitution but forgoes punitive fines for the three firms after crediting them for cooperating in its investigation.