Portfolio

More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.

The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.

DaRayl Davis spent client funds on a luxury mansion, theater tickets and car rentals, federal prosecutors say.

Returns over the past decade have been stellar, but capital preservation is a concern.

This environment allows advisors to demonstrate their value to clients.

The No. 1 independent broker-dealer has grown beyond the wirehouses, but it added about 100 fewer advisors than expected from its major acquisition.

The funds, which account for roughly 1% of the $3.5 trillion of assets in ETPs, “pose real risks to American families.”

The firm plans to double in size in the next three years.

Creation of the blue-ribbon body draws praise and confusion from CFPs who question its utility.

The move boosts the firm's expansion in the central U.S.