Portfolio

Voices: The DoL is restricting investor choice and casts an unnecessarily critical light on existing B-D relationships that only follow a suitability requirement.

Chairwoman Mary Jo White tells lawmakers that a uniform standard for advisors and broker-dealers remains a priority, but that says it's a long slog.

Firms can't keep up with the demand for new recruits, which will keep the bigger payouts coming, On Wall Street's annual recruiter panel says.

Voices: If clients are already comfortable with DIY-investing, they could have already done so themselves with a robo advisor or low-cost brokerage.

The addition of the country's largest IBD network demonstrates how much value BlackRock has created from its $152 million deal for Silicon Valley-startup FutureAdvisor last August.

Worries grow over retirement security, according to new research from IRI.

As digital wealth platforms turn to serve advisors, the trend will help those who are ready to enhance their practices with technological tools.

Some funds, even within the same category, are inherently more variable than others.

Clients may contribute less than the maximum if they're carrying high-interest debt or need funds for education or a new home; plus, why raising the retirement age is a bad idea.

The global ETF market could triple by 2020, but there are still a few drawbacks that limit their growth.