Portfolio

About 4.3 million of the 18 million workers in the 55-64 age bracket are likely to live in poverty once they reach 65, according to a study.

EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.

As interest rates rise at home, advisors should consider adding foreign bond investments.

A client's alleged complaint sparked a dispute between the wirehouse and its former advisors.

“It’s incredibly important to have diversity. Period,” says Kara Murphy.

If wirehouses decided to adopt a salary-plus-bonus compensation model, how would they do it?

The nation's largest IBDs are growing again, but are they innovating fast enough to keep up with the industry's transformation?

This interactive tool provides the full collection of data from Financial Planning's 33rd annual study of the largest firms in the space.

Thirteen of the top 25 companies generated double-digit growth in 2017 as rivals close in on the perennial No. 1 firm.

The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.