Portfolio

Independent Financial Partners aspires to be a “very, very small agent for change.”

It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.

The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.

As retirement horizons grow, the rich are less willing to focus on generational wealth transfers.

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.

Shoehorning them into certain categories can lead to bias and crimp firm growth.

CEO Walt Bettinger says advisors tell him they aren’t worried about the new pricing model.

The SEC and FINRA have launched groups focused on better understanding this growing area of the industry.

The switch is the latest in a series of billion-dollar moves so far this year.