Portfolio

The enhanced site allows advisors to alter certain components of their profiles at will -- though not their disciplinary history.

Here's how to help clients maximize both the charitable and tax benefits of any donation.

Investment advisors will play a critical role in helping the nearly 80 million baby boomers and future generations develop a sustainable plan for retirement, a pair of senators said on Wednesday.

Expansion-minded Savant Capital Management has bolstered its presence in the vibrant Chicago metropolitan market, acquiring Paragon Advisors, a $150 million firm in Naperville, Ill.

One way to help clients avoid outliving their money is to encourage them to use a portion of their assets to purchase an ordinary, straight-ahead immediate annuity without any bells and whistles.

Looking to expand your team and boost performance? Executive search veterans Kathy Freeman Godfrey and Jeff Warren have a few suggestions.

CFOs gave the strength of the U.S. economy an average score of 53 out of 100 — up from 49 a year ago and the highest recorded rating in the last six years, according to the Bank of America Merrill Lynch 2014 CFO Outlook survey.

A big LPL practice with $3.7 billion in assets under management is picking up a $300 million Chicago-area firm.

Even as the SEC is contemplating an expansion of fiduciary rules to include broker-dealers who operate in the retail space, some advocates argue that the regulatory interpretation of the responsibilities under a fiduciary standard has strayed from common-law precedent and become dangerously diluted.

A new HighTower project tries to determine whether the aggregated opinions of advisors and staff can offer meaningful insight into portfolio allocations.