Portfolio

With $145 million of net inflows, the fund is on track for its best month since June 2017.

The service gives clients 100 free trades in the first year, free equity research and the ability to earn unlimited free trading.

Clients have a tax-saving opportunity to transfer pre-tax contributions in retirement accounts to a Roth or life insurance policy under the new law.

Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Weissbluth will step down as CEO and become chairman.

The Advisor Group IBD acquired Capital One’s in-branch brokerage unit last month, but it hasn’t stepped away from traditional recruiting either.

The firm is trying a new approach 10 months after quitting the Broker Protocol.

Elkhorn Capital is being sued by investors who say its founder misrepresented a marketing relationship with Barclays.