Portfolio

In light of the strength of the economy and the banks, does it make sense for advisors and their clients to avoid financials when looking at dividend-paying stocks?

The new hires join the wirehouse from rivals Morgan Stanley and Merrill Lynch.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Check out these three-steps to broaden the firm’s reach from sea to shining sea.

Asset managers are increasingly considering tie-ups as they come under pressure from cheaper index-tracking funds.

Russia, Brazil, and Canada saw big jumps in their populations of high-net-worth investors last year.

The findings come as asset management firms are threatened by digital tools.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

Non-traditional asset classes include structured credit, reinsurance and alternative lending.

The BD says it has recruited 83 new reps this year as part of Advisor Group’s overall haul of 295.