Portfolio

Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.

Firms like the Denver-based money manager that run actively managed strategies have been losing to competitors offering lower-cost mutual funds and ETFs.

The move echoes a larger effort by Wall Street to boost brokerage revenue as investors flee actively managed funds for cheaper products.

Concerns about medical expenses are sky-high, but there are solutions.

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

If your investment time frame has been seriously long term, these are the funds that posted the best returns over the long haul.

The former Fidelity RIA head replaces a 30-year company veteran.

Growing RIA now has over $3 billion in assets as footprint expands.

Advisers, clients and the industry are all best-served when fees are based on the value delivered, not on asset calculations.

The fee is “like a cash-printing machine for plan administrators," said one expert, and there’s very little clients can do about it.