Portfolio

Bleakley Financial Group is now using LPL's Private Advisor Group to provide its clients with custodial and broker-dealer services.

BlackRock’s revenue increased 2.1% to $2.91 billion from the same period last year as the firm brought money into most of its products.

The Swiss-owned bank settles with regulators who say the firm misrepresented the risks tied to debt securities packaged with derivatives, leading to client losses of $5.5 million.

Intelligent planning can help both parties save money.

Blucora, formerly known as InfoSpace, adds the B-D to its growing, tax-focused business.

Automated wealth tools and platforms are gaining traction. But expensive ad fights for what still is a sliver of the overall investment market has observers wondering which digital-first firms can survive and become profitable.

To help decide if robo technology is right for you, understand the various capabilities that it can provide and the experience your clients will receive.

Dan Draper, managing director of global ETFs at Invesco PowerShares, acknowledges there is a synergy between the popularity of ETFs and the rise of robo advisors.

This strategy allows clients to buy more shares over time, but it also can reinforce jitters if they're nervous about market declines; Plus, how clients can avoid Medicare Part-B increases next year.

Savvy moves in the fourth quarter can help clients owe less to the IRS next April.