The Latest

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

Rising technology costs and increased fee pressure are working against the industry, research shows.

Three burgeoning technology movements that might catch advisors by surprise.

Justhy Deva Prasad is chief data partner at Claritysquare.

Medicare Part B premiums will stay flat next year, but most retirees will still pay more.

Erick Harlow is a principal with Forensic IT in St. Louis, MO, a company with clients nationwide. He helped launch Forensic IT in 2003 to change how industry embraces data and evidence to solve issues and make positive improvements. Erick’s background includes spending several years working in the brewery industry supporting IT and automation and in the nuclear fuel industry. He has a degree in electronics and certifications in computer science.

The buyer of the broker-dealer to some 1,200 hybrid advisors is not a private equity firm.

Which banks and credit unions are advisors moving to? Eight recently jumped to Union Bank, Wilmington Trust and other institutions from J.P. Morgan Chase, PNC Bank, Wells Fargo and City National Bank, among others.

Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.