Portfolio

"The trend is moving toward fee-based planning and removing commissions from the equation," says Artisan Advisor's Tim Smith.

Dividend Growth attracted $3 billion over the past six months and its assets have almost doubled over the past three years.

The California credit union teamed up with Golden State Wealth Management to provide financial advisory services to its 28,000 members.

In its asset management business, State Street had net outflows of $35 billion in the quarter.

Many Americans make the mistake of tapping their home value for immediate financial issues instead of using it to help fund their retirement.

While Chairwoman Janet Yellen has repeatedly stated that the Fed is likely to raise interest rates gradually, market volatility and the unexpected dip in job gains have delayed such plans.

U.S. Bank hired a professional psychologist to help ultrahigh-net-worth families work through financial issues.

Fidelity practice management program includes planning, funding and research aids.

Up to 100 branches could be closed as just one cost-cutting measure after Key pays premium price for its biggest acquisition.

Compliance with the fiduciary rule is both essential and complicated.