Portfolio

Advisor Billy Belcher joined the firm's independent broker-dealer.

The changes caused by the "robo invasion" are positive and overdue, but many advisors are still unprepared. Here's what you can do.

Top official says the industry regulator is combing through hundreds of comment letters on controversial broker data-reporting rules, vowing close consideration of privacy and security concerns.

This past week, the industry saw Pimco suffer more redemptions despite the climbing performance of its Total Return Fund, a BlackRock bond ETF receiving a record $2 billion deposit, Virtus Investment Partners announced an agreement to acquire a majority interest in ETF Issuer Solutions, and a report from Cerulli Associates noting that socially responsible investing has become a frequent request of asset managers from institutional clients.

Fidelity Investments, the second-largest U.S. mutual fund company, reported a 29% increase in operating income in 2014, as growth in its retirement business and cost cutting helped offset withdrawals from its actively managed offerings.

The IRS has issued 19.7 million refunds worth more than $66 billion so far this tax season, up slightly from last year's totals.

While auto-enrollment features on a retirement plan are better than nothing, some experts still worry that workers are not saving enough for retirement.

Planners their best tips for kick-starting the conversation started with prospective clients.

Planners share their best tips for kick-starting the conversation with prospective clients.

Advisors should reinforce habits that ensure ethical behavior to the point that they become second nature.