Portfolio

OppenheimerFunds agreed to acquire VTL Associates as part of a push into ETFs that weigh metrics beyond market capitalization when buying stocks.

The independent Fidelity division can never be the same without its founder, but could still grow into a juggernaut, some planners say.

A group of independent advisors want to show educators they have other options for managing their finances than costly products from insurance firms.

Some university FinTech enthusiasts are former employees of traditional financial services firms who seek to disrupt their former employers' wealth management, lending, payments and other businesses.

Developed first for consumers, Abby Schneiderman's Everplans offers an app for advisors seeking digital estate planning capabilities.

A former J.P. Morgan Private Bank team managing $5 billion in combined client assets has joined UBS. But the firm wasn’t the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup.

The percentage of homeowners ages 75 and older with mortgage debt increased to 21% from 8% in the past four years; Plus, clients are eligible for a health savings account if their policy has a deductible at least $1,300 for individual insurance or $2,600 for family coverage.

The nation's 11 largest TPM firms generated $1.9 billion in revenue in 2014, up 11% year-over-year. Find out which ones grew their revenue the most.

Three advisors left the wirehouse to found an independent firm with help from Dynasty Financial Partners.

Though technical issues with Bank of New York Mellon's fund accounting system left an estimated 10% of U.S. ETFs and some mutual fund providers unable to accurately price their products for nearly a week, the bank's custody business is expected to remain intact.