Portfolio

Recent research shows how advisers work and how they like to communicate.

Digital wealth management firms see the way to reach millennial clients is through student debt.

Diversification is a key word in the financial lexicon. But it is neither well-defined nor desirable in and of itself. What investors really need is efficiency.

Median operating profit declined more than 6 percentage points in 2015.

The fiduciary rule, combined with technological advances, will create pressure to compress fees to a degree that could threaten advisers’ lifestyles.

In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.

Clients expect their emails and texts to be responded to nearly instantly, says Earl Jefferson, founder of Texas-based advisory 7th Harvest Investments.

Four elite advisers who left the independent channel to launch their own RIA deliver blow to Wells Fargo's target of a best-ever recruiting year.

Active asset managers such as GAM are facing higher regulatory costs and the growing popularity of low-cost ETFs that passively track markets.

The views echo concerns expressed by some managers as stocks reached record highs and bond yields plunged to historic lows.