Portfolio

Long-only equity mutual funds report the first positive week in nearly a year.

An avid runner, adviser Melissa Sotudeh finds striking similarities between her passion and her practice.

"There is an effort underway in our industry to redefine value," Tim Hockey, TD Ameritrade's chief executive officer, said about the lower commissions.

The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.

Andy Sieg says the firm's digital wealth and mobile app investments are "a key strategic story."

MarketRiders is the latest digital platform aimed at a specific minority investor community.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

Wirehouse brokers and teams from Kestra and MSI Financial led the way in a flurry of hires.

Too often, the agency overlooks the true impact of its policies, according to commission's investor advocate.

The move comes after Vanguard, State Street and BlackRock lowered expense ratios.