Portfolio

Tech survey shows that 62.7% of advisors use it, up from about 50% in 2014 and 39.4% in 2013.

Tech survey shows that 36.8% of advisors are already working with these digital platforms.

Workers with high-deductible health insurance plans qualify for health savings accounts, which gives them an opportunity to do tax-free investing and supplement their coverage even after they are retired; Plus, how retirement saving changed in 2015.

Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.

Pimco’s high-yield municipal-bond mutual fund is jockeying for the top returns of 2015 after picking winners among pockets of distress.

Vineer Bhansali is leaving Pimco, where he was a managing director specializing in quantitative portfolios, to start his own investment firm.

Most forecasters at this time last year were anticipating a faster pace of Federal Reserve tightening to send yields higher. Instead, yields stayed low as inflation held in check.

Credit Suisse lost two advisors who oversaw more than $1.4 billion for J.P. Morgan Securities. Meanwhile, a Morgan Stanley team that managed $450 million in client assets went independent with HighTower. See these and other moves in our latest recruiting roundup.

Smart steps planners can take to build their business without hurting the bottom line.

A columnist is surprised by what he learns about his own practice when he hires a planner for his family’s finances.