Portfolio

Voices: an advisor earning a high single-figure commission from a variable annuity product should become a thing of the past.

The decision could put the spotlight on firms like Citadel, Millennium Management, D.E. Shaw and Bridgewater, which oversee a combined $654 billion in assets, according to SEC filings.

Bonnie Baha, the global developed credit director at DoubleLine, discusses several challenges facing fixed income.

The flexibility and broad selection of a regular investment account could outweigh the tax advantages of a 529 plan for funding higher education.

Why can’t your RIA operations be as beautifully integrated as the functions on your mobile?

A number of seniors opt to relocate in retirement to live closer to their adult children and grandchildren; plus, three ETFs to fund a happy retirement.

"We've got great momentum," says Wells Fargo Advisors Financial Network president Kent Christian.

Michael Donnelly was sentenced for defrauding elderly clients of about $2 million, which he used to make car payments, pay his children's private school tuition and other expenses.

Edward Jones and Raymond James, among others, are steering clear.

BlackRock made its $152 million deal for the Silicon Valley-based startup FutureAdvisor last August. Since then, its robo advice client roster has expanded.