Portfolio

With the pool of next-gen advisors so shallow, firms need to know where to look and what to say to attract new planners.

Firms need a strong recruitment process to remain competitive.

Commentary: The acquisition of a robo by the world's largest asset manager is a reminder to advisors they must provide technology that appeals to consumers in a modern, constantly connected world.

Billionaire real estate developer Donald J. Trump has surprised everyone with his showing so far at the political opinion polls. What Trump traits can the financial professional emulate and which ones are best avoided?

Advisors describe how both their clients and business benefit when retirement planning enters the decumulation stage.

Passive investing is all the rage but there’s another fund family that’s quietly but exponentially growing.

Recent volatility in the stock market shows that people need an "idiot proof" safety blanket such as Social Security to ensure they will be guaranteed an income after they leave the workforce; Plus, 3 moves to make in a crazy market.

Two veteran advisors left the wirehouse to form an independent firm with help from Dynasty Financial Partners.

Bank of New York Mellon, which has been plagued for the past week with computer problems that prevented it from providing prices for mutual funds and exchange-traded funds, said Monday it has provided net asset values for both through Friday.

Bank of New York Mellon, which has been plagued for the past week with computer problems that prevented it from providing prices for mutual funds and ETFs, said today it has provided net asset values for both through Friday.