Portfolio

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.

A year after they teamed up with the goal of building a $1 billion firm, the two best-selling authors split; "That is how life goes sometimes," Edelman says.

In a world dominated by institutional investors, hedge funds and service industries, sentiment is as likely to drive prices as anything else, says former Salomon Brothers analyst Laszlo Birinyi.

Creating a high-end brand from scratch is a daunting prospect, says Jeff Spears, chief executive of Sanctuary Wealth Services.

Guidance for advisers helping clients boost income during retirement.

How one son's distribution mistakes when inheriting his late father's IRA can be avoided; Plus, the IRS and U.S. Treasury say no more lump-sum offers and how one couple plans to retire at 33.

"We are reasonably confident that going into 2016 regulatory expenses will be down substantially," says LPL's acting chief financial officer Tom Lux.

After termites gorged on her home, advisor Carolyn McClanahan found that the challenge of rebuilding taxed her practice and her finances.

Wells Fargo adds three recruits, including one from Morgan Stanley, to grow its independent channel.

Congress has effectively overruled the Supreme Court by extending the time period for auditing certain types of tax returns.