Portfolio

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.

Municipal bond sales in the U.S. are set to increase in the next month while the amount of redemptions and maturing debt falls.

Market corrections provide an opportunity to rebalance into equities at lower prices and glean dividend income.

More states are passing rules to help employees who are not offered retirement plans by their employers; Plus, ways to help clients during a correction.

Ray Dalio’s $80 billion All Weather fund, designed to produce returns in most economic environments, fell 4 % in August, according to a person with knowledge of the matter.