Portfolio

The new strategy may reflect downward pressure around planning fees.

Health category funds dominated the list, making up for well over half of the group’s assets.

The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.

As advice becomes democratized, investors will define what the industry should prioritize, argues the head of the hybrid digital advice firm.

The $7.5 billion fund’s comeback comes as the spread between 3- and 5-year yields slid below zero for the first time since 2007.

Firms take notice: older generations are adopting new technology at a quickening pace.

The regional firm launched its seventh new office this year.

The firm will test markets in a few cities next year in a bid to keep pace with a shifting wealth management landscape.

In the Treasury market, all eyes remain on the yield curve after three-year yields climbed above those of the five-year bonds.

The representative had already been permitted to resign and suspended by state regulators, but the firm lost its case for additional damages.