Portfolio

The firm left Kestra for PKS as part of the move as increasingly large breakaways fuel the independent movement.

Buffett can put cash to better use than paying dividends. But the majority of CEOs lack his skill so investors and their advisors should be happy when corporate boards pay shareholder dividends.

The number of clients owning taxable brokerage accounts has increased 10 percentage points over the past five years, while ownership of employer-sponsored plans remained unchanged.

It's the latest hire for the regional firm, which is on a recruiting hot streak.

Annuity products will be on the tech giant's platform by year end.

The average annualized return of the top 20 funds has been nearly 15%.

The brokerage sector and investor advocates are gearing up for a fight over broker provisions.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

Commonwealth Financial Network founder Joe Deitch answers rapid-fire questions on everything from writing his first book, to the person he finds most interesting, in this Lightning Round video.

A gauge of developing-market currencies is near its weakest level this year as the Treasury 10-year yield climbed above 3%.