Portfolio

How to help women in junior roles take the steps to become successful independent advisors.

The Constellation deal underscores the importance of banks continuing to be major players in RIA mergers and acquisitions.

The brokerage model as the industry knows it may be pushed aside by a future fiduciary standard.

Firms seeking to cut a deal, whether buying or selling, need to understand these key considerations.

An advisor who oversaw $75 million in client assets left the wirehouse to join the super regional's independent channel.

Complacency is the latest threat facing federal employees.

Major corporate pension funds incurred an investment return of 9.7% from their hedge-fund investments last year, lower than 13.7% earnings and dividends posted by the S&P 500; Plus, how much of a client retirement portfolio belongs in bonds.

"There’s a huge opportunity for wealth managers to provide advice and services around social impact," says Capgemini’s William Sullivan.

Currency-hedged ETFs in the U.S. have taken in a record $39.6 billion this year, up from $8.9 billion for all of 2014.

Two brothers are behind Webo, which is designed to be a robo that emulates WordPress -- free for any advisor to use and simple to customize.