Portfolio

The industry is losing about 3,000 to 4,000 advisors annually who aren’t being replaced, says Pershing CEO Mark Tibergien.

Municipal managers say they're continuing to shield their clients' municipal assets from higher rates even though the timing of a rate hike remains uncertain and some are beginning to doubt rates will spike in the near term.

Intended to help new planners jumpstart their careers, the career site is set to launch in January and will be sponsored by Fidelity.

Sneaky way to save more for retirement; why aren't 401(k) and IRA balances bigger; 7 money mistakes you shouldn't make in your 40s

Bill Gross, co-founder and co-chief investment officer of Pimco, will join Janus Capital Group, the company said.

These funds may give clients access to well-priced properties in Asian and European real estate markets, plus a break from the U.S. interest rate cycle.

Which banks are advisors moving to? In the most recent roundup, these advisors switched to BNY Mellon, Countybank, U.S. Bank, Viewpoint Bank and Wilmington Trust.

A study of how various asset classes fared during 15 years of low inflation offers some surprises.

“There’s a very low supply of advisory firms with more than $1 billion in assets under management,” says Echelon CEO Dan Seivert.

Gold investors saw their precious metal struggle last year after hitting an all-time high in 2011—today many advisors remain bearish.