Portfolio

An already brutal year for large-cap managers, with only 18% beating the Russell 1000 Index through June 30, according to research.

The latest to join the digital advice club is Legg Mason, which revealed this month it had taken an 82% stake in robo platform Financial Guard.

The approaching milestone represents growth of about 30% in the past 9 years.

Stepping in to help the company scale and manage product growth is industry veteran Ken Manning.

Clients and their family members looking into assisted-living options should avoid making the decision at the last minute, particularly when a health crisis occurs.

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.