Portfolio

Assets under management among SEC-registered advisors increased 12.6% in 2014 to $61.7 trillion in April, according to an industry report.

In tapping a discharged LPL broker, broker-dealer Wunderlich Securities could face 'reputational risk' and legal headaches, observers say.

What you should know about Social Security; How late-life marriage can hurt your retirement security; Don't let the market downturn do you in

'Fidelity enhances its reputation as a forward-looking firm and Betterment benefits from Fidelity's brand name and access to their advisors,' says industry consultant Tim Welsh.

Wealth management advisory work has evolved from the retail brokerage days of the 1980s, when advisors were considered salespeople.

Janus Capital Group, which hired Pimco's Bill Gross last month, said it agreed to buy VelocityShares for at least $30 million to expand in exchange-traded products.

Clarity and even-handedness go a long way during a time when clients may especially need advice, say advisors who have grappled with warring spouses and matrimonial lawyers.

Female advisors from Raymond James' Private Client Group got a mix of planning tips, technology tricks, strategic advice and female empowerment.

When to take a pension buyout; In hindsight, here's what retirees wish they'd known; Changing jobs too often may shrink Millennials' retirement funds

Global private wealth will grow 40% to $369 trillion by 2019, with more than one quarter of the growth coming from emerging markets, according to Credit Suisse Group AG.