Portfolio

Qapital's funding round comes as banks are increasingly adding money-management tools to their mobile apps.

The 20-year veteran planner cites Raymond James' greater flexibility and marketing support.

Although underrepresented in the industry, the odds of women running a passive fund versus an active fund are 1.36 to 1, Morningstar says.

The S&P 500 Media Index has surged 17% since Nov. 8, while short interest on an ETF tracking the stocks sits at the lowest in more than a year.

The trouble for Pimco is that asset gathering matters more in ETFs than performance. And investors continue to go the cheaper route.

The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.

Patricia Bennett says she visited the regional's firm home office three times before deciding to make the move.

Although severely underrepresented in the industry, the odds of women running a passive fund compared with active are 1.36 to 1, Morningstar reports.

Drew Sievers says the adviser tech firm is ready to cover lost ground in the market and compete.

The firm built a product to match the current moment, which is political, says CEO Hardeep Walia.