Portfolio

Going overboard may leave clients wondering if that is where their fees are going.

The commission will examine how digital advice platforms uphold fiduciary responsibilities and safeguard client data.

More than $1.2 trillion was wiped off the value of global bonds last week.

The global bond rout intensified on speculation that the Fed will raise rates as Donald Trump tries to increase spending.

Investors withdrew $1.72 billion from U.S. ETFs that buy emerging-market stocks and debt in the wake of Donald Trump's U.S. presidential election victory.

Now may be the best time for retirees to make charitable donations, do a Roth conversion, and incur more qualified medical expenses to meet the threshold and qualify for a tax deduction.

The adviser joins the regional BD during a push to grow the firm.

Fragmented programs can squash productivity and firm growth.

Set expectations for the engagement process and then stick to them, and be personal.

Larger ETFs provide more liquidity and are better constructed.