Portfolio

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?

Private equity-backed parent Advisor Group made the shakeup at a challenging time for IBDs.

How to discuss risk when they become restless.

Despite having “exaggerated” merits, most strategic-beta ETPs outperformed their replicating portfolios, according to Morningstar.

The industry is generally skeptical of automated advice platform growth projections, which PwC sets at $800 billion over the next five years.

The firm wants to adopt a new benchmark that would add specialty REITs to the mix.

When measured against a standard of care for best interest advice, digital wealth managers fall short, attorney Melanie Fein argues.

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.

Give life advice and charge accordingly, says United Capital's Joe Duran.