Portfolio

"There’s a huge opportunity for wealth managers to provide advice and services around social impact," says Capgemini’s William Sullivan.

Currency-hedged ETFs in the U.S. have taken in a record $39.6 billion this year, up from $8.9 billion for all of 2014.

Two brothers are behind Webo, which is designed to be a robo that emulates WordPress -- free for any advisor to use and simple to customize.

Wealthfront CEO Adam Nash says “Silicon Valley optimism” will help reimagine and redefine financial services.

Choosing a broker-dealer and/or a custodian is one of the most important decisions for advisors going independent. Here are five questions for each choice.

See which independent broker-dealers reported over 20% payout growth and what their average payout is.

At SourceMedia's Digital Banking Summit, numerous bankers spoke passionately about the need for financial institutions to create intuitive digital-money experiences.

Bank of America's Keith Glenfield says clients at the firm's Merrill Lynch wealth management unit are using alternatives to take a more deliberate approach to core allocations.

As more baby boomers age, withdrawals from 401(k) plans are outpacing new contributions, creating worries for asset managers; Plus, seven ways retirees can boost their income.

SEC Commissioner Kara Stein is worried that mutual fund sector is moving beyond the reach of the regulators.