Portfolio

Almost all robo advisors were founded in 2009 or later and they have never seen a meaningful downturn in the financial markets. This is a major issue.

Bond dealers are standardizing methods for analyzing fixed-income exchange-traded funds as they seek to boost trading.

Two former employee advisors with $240M in AUM join independent firm.

The algorithms, which can speed up financial processes by making millions of calculations faster than any human ever could, are not infallible.

“The changes we announced today makes the [robo] cost issue go away,” LPL Chairman and CEO Mark Casady tells Financial Planning.

The role of bonds is to provide stability to a portfolio. But this only works when clients understand the true purpose behind their fixed income investments.

A recruit from the banking channel at Wells Fargo moves to the regional's independent broker-dealer.

Comparing its authority to that of sororities, country clubs and other trade organizations, the CFP Board convinced a federal judge to throw out planners' fee only lawsuit.

Bank wealth management businesses hauled in $36.35 billion in first-quarter revenue, the most in a first-quarter period since 2007. Here are the top 12 banks whose programs saw the sharpest growth.

Why timing is important for clients filing for Social Security; Plus, how to decide whether your client should invest in a 401(k) or a Roth IRA.