Portfolio

When it comes to growth, a stalled advisory practice isn't a sign of failure. Pushing your firm to the next stage is a matter of learning to optimize your business.

An industry report finds the largest independent brokerage, with its supported independence offering, had the biggest net headcount gain last year.

As optimism about potential Fed rate cuts fades, attention — and inflows — shift to bonds.

U.S. adults are intensely worried about their finances — and their kids are even worse. Here's how advisors can help, and foster new clients in the process.

Almost all retirees had regrets about how they planned for life after work. Is it possible to ever be prepared?

Clients across generations have different expectations of their financial advisors. Here's how everyone wins.

From baby boomers to Generation Z, Americans have a wide range of advantages and disadvantages when it comes to saving for retirement. Here's how they compare.

After IBM unfroze its pension, some wondered if this was the start of a defined-benefit renaissance. Researchers say that's not what it was about.

Threats large and small in a fragmented channel of the industry make operating an independent advisory firm tougher than it may appear, experts say.

The wealth management giant sees piles of cash waiting "on the sidelines" as a way to boost assets under management and profit margin.