Portfolio

From the high price of gas to the size of his blue plate special, Roger Hewins sees worrying signs — and is prepping clients accordingly.

Its parent seeks to support more holistic planning by combining it with two other subsidiaries.

The deal values the robo advisor at close to $966 million, according to people familiar with the matter.

The vision is to democratize “high-quality, personalized advice at scale, just as the independent advisor has disrupted wealth management,” the companies said in a statement.

Julie Caperton, a longtime executive at the $1.9 trillion-asset bank, succeeds Julia Wellborn, who left the company in April.

The historic abolitionist showed how to be an ally in a specific and useful way, writes Keith Beverly.

Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.

Filmmakers use the phrase “Narrative Is Everything” to emphasize the importance of storytelling to their craft. They understand how a good storyline communicates to the viewer, draws them in and makes them root for the protagonist. Without a good narrative, even the best casts inhabiting the most wonderful characters risk failing to entertain. Great narratives can terrify you, warm your heart, or compel your attention.

Employers have evolved and recognize the importance of discussing and supporting employee well-being.

Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.