Portfolio

The deal would consolidate an industry under pressure from a price war.

The LPL Financial advisor is using his new influence to help firms create policies to prevent sexual harassment.

After a recent policy switch, many clients at the wirehouse can no longer use balances from their deposit accounts to purchase shares in these funds.

Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.

The big shift in future planning: Tech that predicts behavior, says Charles Schwab’s Bernie Clark.

What advisors need to know about revenue sharing, wrap fees and outside investors in the wake of Reg BI.

Risky assets outside the U.S. are seeing fresh flows as a potential trade deal with China buoys expectations for global growth.

The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”

Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.

The discount brokerage sees the move as a way to attract younger, less affluent investors.