Portfolio

Fee-only advisors seek clarification from the DoL on compliance requirements.

They seem to be everywhere, but there is every reason to believe that clients overwhelmingly still want to deal with human beings.

Key steps that can help prevent family conflicts from getting out of hand.

Massachusetts Mutual Life Insurance, Pacific Life Insurance and TIAA are among companies that have been pursuing deals to diversify operations and gain market share from publicly traded rivals.

Assets under management increased 13.6% as the firm brought in money to both its active and passive funds.

Six changes planners should make to their business models as investors seek lower fees and digital advice grows.

The great wealth transfer might be here, but the top 1% of the 1% are in jeopardy.

Headcount rises for the 11th consecutive quarter for the wirehouse, which is prepping for the Department of Labor's fiduciary rule.

The fiduciary rule is causing many financial advisers to reconsider their fee models.

Here's a strategy that may provide clients with significant cash over time.