Portfolio

Alibaba’s finance affiliate unveiled a wealth management app to help less well-heeled Chinese buy into hundreds of funds and track stocks from Hong Kong to the Nasdaq off their smartphones.

Following a surprising multimillion-dollar deal, the industry is regaining an appreciation for tapping all of a client's financial data, an ability long relegated to personal finance management software providers.

Betterment data scientist Sam Swift asks advisors: "How do you know how much you've helped [clients] with your advice?"

Advisors, brokers and other industry insiders weighed in on the Labor Department's fiduciary proposal, laying out what they say are the benefits and pitfalls of the forthcoming rule.

The new recruits join Dynasty's newly formed Summit Trail Advisors and are the latest to leave the British bank's wealth management unit before its merger with Stifel.

Advisors, brokers and other industry insiders weighed in on the Labor Department's fiduciary proposal, laying out what they say are the benefits and pitfalls of the forthcoming rule.

Retirees who can no longer afford to settle their debts because of job loss, business failure and other misfortunes may seek a one-time-payment settlement with their creditors; Plus, ways in which retirees can tap their portfolio using various strategies.

Fiduciary advocates question the math behind the opponents' estimate, calling it an "Alice in Wonderland report" without backing.

Marzano Capital Group joins LPL-affiliated recruiting firm Independent Advisor Alliance.

The biggest investors are increasingly using ETFs as a way to dabble in inefficient and opaque bond markets.