Portfolio

Managers sold $24.6 billion of the loans in the region last year, the most since the financial crisis.

At Merrill "it felt like we shifted away a little bit in recent years from the core focus of wealth management," advisor Matthew Spradlin explains.

Strengthened legal language recently added to bonus agreements will be removed, according to people familiar with the matter.

82% of beneficiaries who qualified for survivor benefits and their own benefits were not informed that they could opt for a restricted application and boost their benefit.

The 110-year-old wealth management firm intends to expand its tax-planning services through more acquisitions.

Planner Matthew Boersen used youth to his advantage in appealing to older clients.

The scrutiny puts a spotlight on a small corner of the $3.4 trillion ETF industry.

Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.

The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.

Black History Month is a reminder that effort is required for racial progress.