Portfolio

The firm has lost more than 1,100 advisors since a phony accounts scandal came to light in 2016.

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.

A growing body of research is looking into whether the expanding influence of passively managed funds is making companies less willing to compete.

The restructuring comes as a competitor enters wealth management data aggregation.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

Federal employees who retire during the partial government shutdown would have to wait a longer time to take retirement distributions from their savings plans.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

High-yield and leveraged loan funds “rebounded incredibly strongly (too strongly, possibly),” a strategist writes.