Portfolio

Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.

Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?

A federal judge rejects arguments that U.S. Bank has a fiduciary duty toward uninvested cash sitting in clients' brokerage accounts.

None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some helpful data for conversations with investors.

UBS Americas reported $14 billion in net new asset outflows in Q4, marking its worst period since the firm announced major compensation changes in November 2024.

Internal succession planning is messier but aligns with a true fiduciary firm's core values, argues Neela Hummel of Abacus Wealth.

In a Q&A interview, Christine Brown explained her plans for the role leading a team of a half dozen specialists assisting Kestra financial advisors.

Artificial intelligence tops the investment priority list for family offices globally, a survey from JPMorgan's private bank shows, though allocations lag and remain concentrated in public equities.

NewEdge Advisor's recruiting win from Ameriprise is the third recent big win for the New Orleans-based company.