Portfolio

Changes to how the group educates advisors is just one of the many transformations in the offing.

The number of accounts with $1 million or more increased to 150,000 in the fourth quarter of 2017 from 93,000 recorded in the same quarter the year before.

As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.

The unit recruited the co-founder of an investment advisory firm to launch a new office in La Jolla, California.

A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.

Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.

Even core investments in developing nations reflect the firm’s conviction that Fed hikes are about to wreak havoc across markets.

The law has numerous income tax consequences for individuals and businesses.

They will have a lot of questions. Here are ways to put the decline into perspective.

After seven acquisitions last year, Captrust snares $300 million Knox Capital for its first 2018 deal.