Portfolio

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Check out these three-steps to broaden the firm’s reach from sea to shining sea.

Asset managers are increasingly considering tie-ups as they come under pressure from cheaper index-tracking funds.

Russia, Brazil, and Canada saw big jumps in their populations of high-net-worth investors last year.

The findings come as asset management firms are threatened by digital tools.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

Non-traditional asset classes include structured credit, reinsurance and alternative lending.

The BD says it has recruited 83 new reps this year as part of Advisor Group’s overall haul of 295.

Data reported by the Investment Company Institute.

Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.