Portfolio

The next generation of advisors is worth the cost.

Higher costs are most attributable to technology spending, including investments in artificial intelligence.

Clients who check their portfolios every 15 minutes — or every 15 days — may not be good candidates for the moderate-growth performance of a broadly diversified portfolio.

New financial planning software tool aims to meet the needs of clients with $25 million and up.

Multiple rate hikes by the Fed last year contributed to less-than-stellar results.

He’s the latest broker to leave a wirehouse for a regional BD.

Fresh doubts about whether star managers can deliver consistently superior returns have been raised following Bill Gross’ retirement.

It’s been death by a thousand cuts as a steady stream of top talent strikes out on their own.

The firm has been on a recruiting tear, with a particular emphasis on wirehouses.

Data reported by the Investment Company Institute.