Portfolio

Sales of the fee-only products have expanded in a major way, but they have yet to win over advisors.

Firms who "do nothing" will be in a "precarious position," advisors are warned at a Fidelity conference.

More states should follow in California’s footsteps in making it easier and cheaper for seniors to tap home equity, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

Edward Lee Moody used the stolen proceeds to buy a home and travel to Las Vegas among other destinations.

The deal is Captrust's 31st purchase in the past 12 years.

Those with outflows cost clients more than twice as much.

Enforcement actions against IAs and reps at the state level soar in 2017, according to NASAA report.

Some have piled into utilities and long-duration Treasury hedges, while others bulked up exposure to rate-sensitive banks and a chunk did a bit of both.

LPL slammed the move by the exiting major issuer to cut off trails for advisors in certain existing contracts.

There are hundreds of claiming strategies — using the wrong one can have major repercussions.