Portfolio

The No. 1 IBD unveiled a $1.1 billion firm that is part of the first incoming wave of NPH’s assets.

More deals are expected in a post-DoL world, Schwab executives say.

Although bigger may be better for the fund giants, passive strategies may be blurring the inherent value of securities.

The advisors made their career change just prior to UBS's exit from the Broker Protocol on December 1.

The brokerage firm says reimbursements will be evaluated on a “case-by-case basis.”

Workers can improve the odds of getting bigger Social Security benefits after they retire by asking for a salary raise from their employer.

Regional firms have been on a recruiting spree this year.

A collaboration with Lincoln has yielded 30 platform enhancements for advisors, with more to follow.

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

Data reported by the Investment Company Institute.