Portfolio

Staying relevant amid growing commoditization permeated discussions at the firm's annual symposium, held this year in St. Petersburg, Fla. Here are some of the more notable things we heard.

How do prospective clients view you online? One online branding expert offers advisors several action items during a T3 session.

At Halbert Hargrove, Russ Hill has brought the firm through one transition after another. Now he's creating his own exit strategy.

Advisor Billy Belcher joined the firm's independent broker-dealer.

The changes caused by the "robo invasion" are positive and overdue, but many advisors are still unprepared. Here's what you can do.

Top official says the industry regulator is combing through hundreds of comment letters on controversial broker data-reporting rules, vowing close consideration of privacy and security concerns.

This past week, the industry saw Pimco suffer more redemptions despite the climbing performance of its Total Return Fund, a BlackRock bond ETF receiving a record $2 billion deposit, Virtus Investment Partners announced an agreement to acquire a majority interest in ETF Issuer Solutions, and a report from Cerulli Associates noting that socially responsible investing has become a frequent request of asset managers from institutional clients.

Fidelity Investments, the second-largest U.S. mutual fund company, reported a 29% increase in operating income in 2014, as growth in its retirement business and cost cutting helped offset withdrawals from its actively managed offerings.

The IRS has issued 19.7 million refunds worth more than $66 billion so far this tax season, up slightly from last year's totals.

While auto-enrollment features on a retirement plan are better than nothing, some experts still worry that workers are not saving enough for retirement.