Portfolio

The deal with Joseph Capital Management gives Modera a Florida presence plus tax and technology expertise.

During a time period while stock markets and housing values were on the rise, wealth and income fell for Americans aged 45 to 64, according to a new study from the Federal Reserve.

A new research paper identifies several elements tied to the most satisfied dealmakers. See the takeaways for advisors.

If Scotland votes for independence from the U.K., will that bolster or threaten the Scottish economy? What could it mean for ex-pat clients?

High-net-worth women are savvier about alternative investment choices than their male counterparts, says a study by New York Life MainStay Investments.

Annuity sales are up, even as some experts question whether certain products make sense for clients in a low-interest rate environment.

How to prepare for retirement on a low income; How much do you really gain by waiting for Social Security; Manage your health records online

Should advisors be looking at a China that promises investor riches or a China that bodes disaster?

Two Florida planners drop antitrust claims against CFP Board to shield clients; Board still wants client names

In a two-week period, Ameriprise has recruited five advisors managing more than $600 million.