Portfolio

More pre-retirees intend to spend all their savings and leave nothing to their children than those who save as much as they can to pass on to the next generation; Plus, retirement saving rules that just don't add up.

If you're pinning your success to an arbitrary AUM level, you've got a problem. Here's what firms seeking long-term success should concentrate on instead.

The advantages of owning individual stocks; Plus, how donating appreciated shares in taxable accounts can produce savings for your client.

One firm offers individuals who lack LTC policies, but still have life insurance, an alternative method to pay for care.

Cetera's assets under management climbed to $46 billion for the first quarter, up 32% from $35 billion for the same period last year. Adjusted EBITDA soared 50% to $36 million.

Commentary: There are certain areas of an asset allocation where there is real danger to blindly investing in passive investments.

Envestnet's acquisition of Finance Logix marks the latest in a string of big firms snapping up advisor-focused technology providers.

The SEC and other regulators are seeking information about the bank's use of proprietary products in its wealth management business, the company disclosed in a regulatory filing.

Maybe the Efficient Market purists have been mugged by reality. It looks like you can pick a winning money manager -- just go for one with a great long-term performance record.

While there's no magic bullet for withstanding an SEC inspection, if you are a sponsor of an alternative investment fund - or have a fund that utilizes similar investment strategies - here are some areas to consider.