Portfolio

The firm added 40,000 new accounts last year and hit a record $3 trillion in client balances.

Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.

Assets under management at Nancy Prior’s group, which includes bond and money market funds, have grown from $714 billion under her leadership.

Along with other decisions, dating the amount of money they need to withdraw would help them in retirement planning and spending.

The recruits include a father-son duo from UBS.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

The bank continues to struggle with attrition due to scandals, regulatory scrutiny and a graying workforce.

The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.

David Vogel, who spent five years using data to study the impact of global warming, is starting the fund as pensions and large investors increasingly seek ESG investments.

The potential for higher taxes next year may accelerate deals.