Portfolio

The number of financial advisers at the firm declines 1% to 15,042.

Why can’t a firm’s operations be as beautifully integrated as the functions on a mobile phone?

Municipal debt has become more concentrated in the hands of the wealthiest investors, which may prompt lawmakers to rethink the tax-exempt benefits.

"Call it an arms race of offerings," says Jonathan Beatty of Schwab Advisor Services.

Here's how to bring in the cash without paying a nickel to the government. Plus, 11 big mistakes to avoid and qualified charitable distributions that yield big benefits.

5 steps for advisers to take in the next six months to ensure post-DOL success.

An expert agreed that an investor in their 20s doesn't need to worry too much about bonds, but in some situations a fixed-income "sliver" may make sense.

The broad market is rising, but so are the worries. See which cyclical funds have rewarded investors.

For the first six months of 2016, the bank's global wealth management businesses generated $2.9 billion in revenue, flat from the same period last year.

United Capital’s Mike Capelle on the principles that guided the formation of the firm.