Portfolio

Traditional firms must boost their digital wealth management tools or risk being overrun by those that already do.

More acquisitions are expected in the digital wealth management space as firms look to quickly add tech platforms and services.

Northwestern Mutual, the nation's second-largest life insurance company, is buying LearnVest, an online financial planning start-up founded in 2009.

Fraud can occur in a myriad ways, from email scams to ID theft to manipulation of investment valuations. See a dozen common frauds -- and ways advisors can help prevent them.

Affiliated Advisors Group, which manages approximately $600 million in assets, will operate as an OSJ branch within Royal Alliance, part of the AIG Advisor Group network.

During the planning process for a digital platform strategy, Fidelity says its partners and brokers asked why it couldn't just go buy eMoney Advisor instead.

Pension funds are joining the currency markets to protect their offshore investments and gain from future price changes as the U.S. dollar continues to perform well; Plus, three reasons to use a Roth IRA to save for college.

John Lipari and Richard Ribek say they chose Raymond James' "client-first culture."

A paradigm shift in operational strategy and approaches to managing data is needed that can only be put in motion by leaders with the imagination to believe that we really can deliver data to investors in real-time.

While raising its forecasts for growth and inflation in Europe, Pimco expects long-dated yields to be further cut by the European Central Bank’s bond-buying program.