Portfolio

Financial advisors of all stripes have to adapt to evolving technology and increasing competition from online brokerages and other investment firms. Automation tools can help.

An advisor's move to HighTower sheds light on an issue that bedevils those making the transition: Whether to risk losing partners -- and possibly clients.

Retirement investors could post attractive returns amid high interest rates with high quality intermediate-term bonds: Plus, top mutual funds for 401(k) retirement savings.

Bank wealth management businesses reeled in a record $143.2 billion in revenue in 2014, the most they've ever produced since tracking of the data started in 2007. Here are the top 12 banks whose programs achieved the greatest revenue growth.

A recent rule change has enhanced the appeal of these products. Here's what advisors need to know.

Advisors see buying opportunities, but recent volatility has left clients hesitant to up allocations.

Building a successful asset management firm is difficult. That's not an earth-shattering statement given that most firms fail to meet their expectations for asset growth. And yet each year, hundreds of firms plunge into investment management believing they have something to offer that will drive investor acceptance and success for their business.

Besides better plans, the personal financial portal of our planning software offers a number of benefits for clients.

The Nasdaq Stock Market has always been associated with cutting edge technology, whether it be for the companies it lists or the systems used to match buyers and sellers on the first all-electronic exchange.

The wealth management industry has long been characterized by a lack of diversity. After the success of Raymond James' Women Advisors Network, though, a group of advisors and branch managers at the firm has launched a Black Financial Advisors Network.