Portfolio

Raymond James is recruiting the industry's top talent at the expense of the wirehouses.

Advisors are facing 'the most aggressive regulatory environment I have ever seen,' a securities lawyer tells RIAs at a Fidelity conference this week.

A Morningstar Inc. analyst reiterated his top rating for Pacific Investment Management Co.'s Total Return Fund, the world's largest bond fund.

Consumer finance site WalletHub has released a report on the states with the highest and lowest taxes.

Low-deductible plans have thrived under Obamacare -- offering new tax strategies for both clients and advisors.

If transparency is so important to us as independent advisors, why are we using so much jargon?

As more people live into their 100s -- and as families in which four or five generations overlap become commonplace -- some core elements of financial planning need to change, says one longevity specialist.

The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.

A sharply increasing number of plan sponsors want financial advisor guidance -- but many of the RIAs on Fidelity's platform are just dabbling in the area, the custodian says.

The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.