Portfolio

The regional brokerage picked up eight advisors for their employee and independent channels.

To help improve their online presence, Fidelity announced two new offerings for advisors.

While the 4% rule was created to set a minimum income floor, that doesn't mean spending can never be raised. Here's a better approach to withdrawal rates.

Clients should not be worried about the impact of plunging Chinese stock prices; Plus, six Social Security withdrawal strategies everyone should know.

Thomas J. Buck, an ex-Merrill Lynch and RBC advisor who once oversaw $1.2B in client assets, consented to FINRA findings that he "willfully committed fraud."

One goal is to fully automate LPL's roughly 20 million pages it uses each year and eliminate the experience of working in an office over-filled with files.

Almost all robo advisors were founded in 2009 or later and they have never seen a meaningful downturn in the financial markets. This is a major issue.

Bond dealers are standardizing methods for analyzing fixed-income exchange-traded funds as they seek to boost trading.

Two former employee advisors with $240M in AUM join independent firm.

The algorithms, which can speed up financial processes by making millions of calculations faster than any human ever could, are not infallible.