Portfolio

RegentAtlantic buys Hillview Capital to widen its mid-Atlantic footprint.

Eight of the top 10 have less than $100 million in assets.

Single women in their early 60s have saved roughly $37,000 less than men.

The No. 1 independent broker-dealer failed to properly register more than 650 reps as agents, the prominent state regulator says.

Aumoted investment platforms are betting investors want to know where companies fall on the political spectrum.

A better technology strategy may help firms improve walletshare, a new report says.

The team made the transition with Kestra Private Wealth Services.

The group added teams from Wells Fargo FiNet and JPMorgan Chase by expanding with an eye toward meeting a need in the marketplace.

Markets have been whipsawed by mounting concern over softer economic data and President Trump’s trade wars with major partners.

Many planners are feeling out of touch with modern digital tools. Here are some steps to follow to get back in the game.