Portfolio

Advisors with clients opting to stay in more expensive states need to be prepared to help them with those costs.

The team marks at least the second to opt for a smaller IBD over the nation’s largest.

The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.

In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.

The company also said that its advisor ranks are growing.

IHT Wealth Management now has $2.4 billion in client assets.

Automated platforms may have steered investors to buy rather than sell in the market panic.

The manager’s third quarter revenue topped analysts’ expectations thanks to its iShares business.

There are things to learn from that debacle. Just don't overdo it.

The Arizona-based firm serves as a super OSJ, supporting advisors who work for 13 affiliated credit unions as either employees or independent financial advisors.