Portfolio

Investors feel more confident they'll achieve their targets, although that growing bullish mind-set comes from those who actually have retirement plans, according to separate surveys.

Celent says "advisors and firms have no choice [but] to continue to adapt to client demands, which is increasingly a digital delivery."

Millennial job seekers want companies that offer employees the latest tech tools. But are IT departments prepared for these hyper-connected workers?

Proponents of advisory firms going public cited “powerful” advantages while detractors point to “hollow” promises.

So much investor cash has been parked in fixed-income mutual funds and ETFs there’s concern that no one will be there to buy when money managers need to sell.

Apollo Global Management will help OppenheimerFunds push into structured credit, middle-market loans and direct real estate as the private-equity firm expands its strategies to retail investors.

The primary buyers of advisory firms are RIAs, banks and roll-up companies.

How a client can save on taxes by employing their children. Plus, helping clients take advantage of education tax benefits, and maintaining tax-efficient retirement portfolios.

When looking for concierge healthcare and health insurance advice, financial advisors often find that support from specialized health consultants.

Advisors say they have been proactively reaching out to clients, rebalancing portfolios and boosting cash positions in anticipation of an eventual rate hike.