Portfolio

Advisors gasped when they heard that the proposal requires firms to have a website revealing information previously considered confidential.

The benefits gained from technology should make the expense worth it.

The 10 largest retirement assets owned by white male CEOs amounted to $1.4 billion while those owned by female CEOs totaled only $277 million; Plus, the best places to retire abroad.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

A team with almost $1 million in production left the wirehouse to join the independent side of Raymond James.

“Owners of advisory firms don’t realize there’s a new school approach to succession planning,” – David Grau Jr., president and CEO of Succession Resource Group.

Brown Wealth Management Group, a former Wells Fargo-affiliated independent advisory firm, will focus on high-net-worth clients at LPL.

Federal regulatory council indicates that it is working toward a comprehensive review of the asset management industry as the SEC pushes separate rulemakings.

James Warren, SEI's vice president and managing director of solutions strategy and development, received an honorable mention this year for the firm's Investor Fulfillment and Trade Order Solution.

Investors pulled money out of U.S. ETFs that invest in emerging markets last week for the first time since early October, ending the longest winning streak for the ETFs since May.