Portfolio

Commentary: All signs point to the need for advisors to change, simply in order to remain relevant to clients and prospects.

Investors yanked the most money in five weeks from municipal-bond mutual funds after Puerto Rico defaulted on debt.

Manulife Financial, Canada’s largest insurer, posted earnings that met analysts’ expectations as gains in insurance and asset management were tempered by rising interest rates.

A Hilliard Lyons wealth manager goes the route of independence after spending than a decade in the employee channel.

The firm will "re-focus" its business on Cetera, which will enter into a "strategic relationship" with Apollo Global Management to offer that firm's sponsored alternative investment products.

Deductions high-net-worth clients won't want to miss. Plus, how to save on Social Security costs and doing the math on real estate taxes.

After "deep consideration" and despite legal obstacles, Kimberly and Jeff Camarda say they still want to right "grave wrongs."

Commentary: Firms can more effectively compete with digital upstarts and grow AUM by adopting new strategies that scale the business at a much lower cost.

Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals.

Robo fears are based on newer technology where the motivation is to replace people, says the CEO of Addepar. Its portfolio analysis platforms currently serve $300 billion in AUM, the firm says.