Portfolio

The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.

The Bronfman Rothschild CEO is vying for a seat in Maryland as an independent.

Pole-vaulting advisor Mark Cortazzo’s practice marked at least the second hybrid in three months to leave the firm for Mutual Securities.

Ameriprise is looking to reverse a decline in its headcount.

Credit Suisse said it will liquidate an ETP, effectively wiping out a fund whose market value topped $2 billion just three weeks ago.

Planners are torn on whether they should DIY or give outsourcing a try.

Claiming above-the-line tax write-offs doubles the standard deduction.

The glitches represent a setback for a niche of the financial market industry that has been booming of late.

Moving to a retirement community is a great option for seniors if they don't have enough support from family and friends and they have a sizeable nest egg to finance such an arrangement.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.