Portfolio

The American College of Financial Services is launching a certification program to train financial professionals on the ins and outs of donor-advised funds.

Although many advisors choose to leave Wall Street mainstays in favor of firms offering greater independence, some find they're still most at home at another wirehouse. Just ask Todd Hatfield.

WTW Investments and SEI see enough of a market to develop private market offerings for U.S. defined contribution plans, such as 401(k) plans.

Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.

Lifetime medical costs and ACA marketplace premiums are skyrocketing. Here's how advisors are helping clients keep their retirements on track.

Brokerages are too dependent on the billions they make every year from clients' uninvested cash, industry analysts say. LPL is responding with a long-term review of its pricing.

Two presentations at The American College of Financial Services' CAAFP discussed how successful careers in the industry require both technical and emotional skills.

One advisor calls the expected transfer a mirage; others say it may simply unfold more slowly and require more intentional planning.

RIA owners may feel a "moral dilemma" when considering selling their firms to private equity-backed acquirers. But that didn't prevent PE involvement from reaching a record high in M&A deals in the second quarter.

Trust protectors can help protect against irresponsible trustees and other dicey situations that could put grantors' wishes at risk, estate lawyers say.