Portfolio

After selling Cetera for a rich $1.15 billion, Donald Marron's Lightyear Capital picks up a $4.7 billion hybrid RIA.

Changes in both demographics and tax laws require a massive rethinking of estate planning strategies. Here are a few of the minefields that planners should avoid.

Three advisors left the wirehouse to join the independent brokerage network at Wells Fargo.

Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia.

Future retirees whose non-Social Security income exceeds $80,000 would see benefit cuts under a proposal by the New Jersey governor; Plus, why Roth IRA tax tricks won't rescue an investor's retirement.

Which banks are advisors moving to? Eleven recently switched to Bank of the West, BNY Mellon, Northern Trust, U.S. Bank and Bank of America's U.S. Trust.

Buckingham, one of the largest firms in the Focus network, adds its eighth location with the New Jersey firm.

Amid flagging confidence in retirement security, advisors can change the conversation by focusing on outcomes and planning for sustainable income.

Adding rollovers and IRAs to the definition of fiduciary duties, the Department of Labor's new proposed rule could have a huge impact on firms in a fast-growing and profitable segment of the retirement savings industry.

Most stock investors would be thrilled with an 80% return in the past year. For those who bought BlackRock Inc.’s flagship ETF for mainland Chinese shares, however, it’s akin to getting shortchanged.