Portfolio

The rollover period has been extended to Aug. 31, allowing some clients to breath a sigh of relief.

As much as 86% of investors in a recent survey say they would prefer prefabricated fund packages, as long as they were properly spelled out by advisors.

Leveraging big data, machine learning and artificial intelligence will extend stock selection beyond its current capabilities, according to Procure Holdings President Bob Tull.

The wirehouse says it wants to simplify pricing for separately managed accounts and expand client choice.

Here's how the largest groups have fared during unprecedented market activity.

The wirehouse added more than a dozen advisors in the last month managing more than $1 billion in client assets.

The court has suggested that federal law bars awards from going further, blunting a legal tool that critics say the agency has abused.

Just 5% of its 16,000 employees are Black, according to the company.

"The stillness of the time produced by the pandemic quarantine has put age-old issues in the spotlight,” writes Visionary Leader Awards judge Dasarte Yarnway.

The judges sought innovations that would make a lasting impact on the business of financial advice. We found them.