Portfolio

Driving the adoption of data aggregation is the efficiency in automating the process of creating a complete, inclusive, holistic view of a client’s total financial position.

Analysts warn that banks should be careful about letting relationships with aggregators turn adversarial.

The regulator puts industry on notice that examiners will be looking for "visible actions" firms have taken to establish a client-first culture..

Client who postpone planning need to specify their fears, hopes and aspirations; Plus, helping clients avoid a 401(k) hit.

Fidelity’s David Canter takes a hard look at the most-important issues for independent RIAs in the coming year.

The funded status of the nation’s largest corporate defined benefit plans ended just as it did in 2014, due in large part to a rise in interest rates that were offset by a weak global stock market.

Scott Bessent, who oversaw George Soros’s $30 billion fortune for the last four years, will be managing $4.5 billion by the end of the first quarter, one of the largest hedge fund startups ever.

Stockholders lose out, bondholders to control company.

In the midst of global turmoil, these funds have turned in the best performances over three years.

The government's myRA plan isn't enough to fix the retirement system, says an economics professor; Plus, Social Security options for single seniors.