Portfolio

"There's a plethora of [private equity firms] sniffing around, and I think all the big firms are being pursued," says Brent Brodeski, CEO of Savant Capital Management.

Clients are advised against trying to time the market or overreacting to speculation and media reports; Plus, millennials can't wait to pay off debt but many worry they don't earn enough.

Intelligent planning can help both parties save money.

The median state pension last year had 70% of the assets needed to meet promised benefits, up from 69.2% in 2013.

Bleakley Financial Group is now using LPL's Private Advisor Group to provide its clients with custodial and broker-dealer services.

BlackRock’s revenue increased 2.1% to $2.91 billion from the same period last year as the firm brought money into most of its products.

The Swiss-owned bank settles with regulators who say the firm misrepresented the risks tied to debt securities packaged with derivatives, leading to client losses of $5.5 million.

Intelligent planning can help both parties save money.

Blucora, formerly known as InfoSpace, adds the B-D to its growing, tax-focused business.

Automated wealth tools and platforms are gaining traction. But expensive ad fights for what still is a sliver of the overall investment market has observers wondering which digital-first firms can survive and become profitable.