Portfolio

Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.

Seniors are advised to take measures to prepare for a possible shortfall in retirement income, as there is no guarantee for an immediate fix to the problem.

The retirement plan-focused group’s new OSJ had left the No. 1 IBD in 2017 and will grow to 160 advisors under the move.

Advisors Daniel Conners and Michael Crawford were looking for new tech and more comprehensive planning offerings for their clients.

BlackRock will see the largest reduction to its workforce since 2016.

The firm’s new CEO Ronald O’Hanley is pushing to reduce expenses, automate more functions and simplify organizational structure.

The growing number of commission-free planners at IBDs doesn't necessarily fit the industry’s accepted definition, or its traditional categories.

Muni bonds are giving younger investors the opportunity to put their money to work in ways that they value.

New Chairwoman Susan John says the board is preparing for more cases due to its new standards and code of conduct.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.