Portfolio

Financial advisors are under pressure to provide guidance on more than just money while trying to maintain client relationships.

Passive funds reached a long-anticipated milestone that no one would suggest will reverse anytime soon. But these managers argue expertise has enduring appeal.

Pivoting from "this company will always be mine" to "I need to find a partner who can help me maintain continuity" is a necessary mindset shift for advisors making continuity plans.

The move brings the 28-year industry veteran from a firm where independent planners make up less than 5% of the advisory headcount to one where they are the majority.

Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.

The market-making firm warns of costs and intrusions into investors' privacy.

Understanding new retirement regulations and utilizing technology will help your firm grow.

The Federal Reserve expects to cut interest rates three times this year, some say as early as March, if data alllow those moves. Following the Jan. 30-31 FOMC meeting, Garrett Melson, portfolio strategist at Natixis Investment Managers Solutions, will provide his take on the meeting and Chair Jerome Powell's press conference.

The online brokerage sees its popular talking babies ads as a way to get tens of millions of viewers to think about how they might put their money to better use.

The Providence, Rhode Island, company has recruited a head of wealth management advisors and a head of private wealth managers as part of a new strategy to reel in high-net worth clients.