Portfolio

This follows another August acquisition — an ex-UBS team that managed $1 billion in assets.

The slate of new hires come from several competitors including Wells Fargo and Edward Jones.

The saga lays bare the rough-and-tumble ways of distressed investing, where investors look to pull every lever in their favor.

The new recruits include a 34-year industry veteran.

More than 95% of comment letters submitted were opposed to the Labor Department’s proposed rule, according to a new analysis.

The move is one of the largest of the year.

Total fees for the top 10 gold ETFs, based on current prices and holdings, are about $610 million a year.

New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

The ready-made strategies have been around for years, but in an era of fee wars and ETFs its popularity is exploding.