Portfolio

But beware, moves made in a portfolio should always take into consideration the client’s risk tolerance and long-term goals.

Large firms are targeting smaller “lifestyle” advisors who want to remain independent but need resources, guidance and business support from the “substantial ecosystem of solutions” that are now available.

An institute executive told Congress it should consolidate and simplify the types of tax-favored retirement plans now available to small business owners to minimize the cost and administrative burden imposed by the plans.

Commentary-The-Bigger-Picture

What's in Store for ETFs?

S&P 500 Poised for Record Close on Fed Bets After Debt Deal

Fidelity Appoints Pam Holding CIO for Institutional Unit Pyramis

Rolling redemptions offer reinvestment opportunities in longer-term, presumably higher-yielding bonds.

The firm has added a Florida-based team with over $1 billion in client assets to its independent channel.

Mariner Wealth has jumped into the burgeoning space recently abandoned by LPL’s NestWise.