Portfolio

Clients may want a new plan if there have been unfavorable changes to their old plans, they want more flexibility or because of a new illness.

By explaining the firm’s sources of revenue and expenses, a team can better understand how they impact profitablility.

Nearly all of the outflows came from mutual funds and ETFs that posted losses.

The firm has lost more than 1,100 advisors since a phony accounts scandal came to light in 2016.

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.

A growing body of research is looking into whether the expanding influence of passively managed funds is making companies less willing to compete.

The restructuring comes as a competitor enters wealth management data aggregation.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

Federal employees who retire during the partial government shutdown would have to wait a longer time to take retirement distributions from their savings plans.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.