Portfolio

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

Why advisers say they have not been discussing Social Security rules and regulations with their clients.

Fixed income has posted steady returns in these markets, while once high-flying equities have come crashing down.

Steps firms can take to better serve advisers and become industry leaders.

This may prove to be the right combination during times of uncertainty.

This may prove to be the right combination during times of uncertainty.

The firm's decision has advisers and clients questioning the investment policies and maturity of the digital platform.

Automated advice can provide efficiency, but it is not going to be for every adviser, says LPL's chief information officer, Victor Fetter.

The acquisition enables Zurich-based GAM to introduce a computer-driven trading system focused on long-only and alternative strategies, the fund manager says.

The reductions will save current investors about $20 million annually, the firm says.