Portfolio

Advisors who don't prepare their firms for demographic changes, regulatory uncertainty, and succession planning are setting themselves, and their firms, up for failuae.

Most planners do a lot more than select investments. So how do you measure the value of providing financial planning?

John Hancock Financial Network is picking up another 280 registered representatives?with the acquisition of Symetra Investment Services.

In a business where scale is everything, regional broker-dealers are growing rapidly. Check out which firms have the most advisors, and which are gaining ground.

Nuveen Investments is currently prepping the Nuveen Global Tactical Opportunities Plus Fund to launch within the next few months, according to a regulatory filing.

Timid clients and more fee-based business weighed on transaction revenues. See which firms fared best over the past year.

Fidelity Institutional Wealth Services introduced a platform that it hopes will make mergers and acquisitions easier for registered investments advisors.

San Francisco-based Forward Funds is once again looking to scale down its alternative mutual fund offerings liquidating.

RidgeWorth Investments is beefing up its sales team with the addition of Christopher Danos, Scott Goldberg and Mallory Carr.

John Hancock has agreed to acquire Bellevue, Wash.-based Symetra Investment Services from Symetra Financial Corporation.