Portfolio

The U.S. Supreme Court’s decision to overturn the core of the Defense of Marriage Act will narrow the financial gap between gay and straight couples.

The nation’s largest independent broker-dealer is partnering up to enhance its recently launched online retirement planning services platform.

It looks like Nationwide Mutual Insurance Company will have its day in court come January 2014 to defend itself against a mutual fund lawsuit.

Once lost, a reputation is hard to regain, and it’s costing financial services companies hundreds of millions in sales.

Industry veteran Steve Dunlap, who previously held two top jobs at Bank of New York Mellon, is joining Cetera Financial Group as executive vice president, wealth management.

Gen Y planners foresee RIAs booming and perceive fundamental flaws within the wirehouse model. They see advisors making big mistakes with next generation clients. They have fears about the future of the industry along with some ideas on how society should change to create a more financially secure world.

Small businesses across the U.S. are feeling more optimistic about the months ahead as financial conditions rebound, but concerns remain about hiring and growth, according to a new report.

Assets of all exchange-traded funds rose in May by $12.14 billion to $1.481 trillion, according to the Investment Company Institute. Over the past 12 months, ETF assets rose $365.27 billion, or 32.7%.

The Senate Finance Committee's top two tax writers asked their 98 colleagues on Thursday to submit detailed proposals justifying which tax breaks should be kept in the code as they move forward on comprehensive tax reform.

The PFM Group announced Thursday that it has acquired an advisory firm in Washington State as part of its continued expansion in the Northwest region.