Portfolio

Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.

The $3.7 million fund returned more than 40% in the second quarter, outperforming all domestic non-leveraged ETFs.

We’ve reached the point where we need to move beyond the ad hoc approach that has previously characterized professional development.

A new report asks whether the products have the potential to spark another crisis despite being created at the urging of the SEC to reduce risk.

They may look good on paper, but such investments also come with thorny challenges.

The independent broker-dealer differentiates itself from competitors by offering an active portfolio and by giving access to advisors rather than clients.

Home prices are outpacing wages in about 40% of markets, while 61% were less affordable than the historic average, data shows.

Hyperpersonalization delivered via improved technology is critical for client relations, a new report says.

If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.

Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.