Portfolio

Financial firms should consider partnering with universities, as well as prioritizing diversity, to recruit top talent in a competitive market.

The year-on-year change in the consumer price index, a key measure of inflation, declined last month. So why did stocks nose-dive?

The proposal comes as regulators say they've seen a fourfold increase in suspicious activity tied to RIAs.

The eliminations will affect the firm's largest segment — which new CEO Ted Pick says is still the engine of the firm.

From not saving enough for retirement to racking up too much credit card debt, here's what Americans wish they hadn't done with their money last year.

Financial advisors are under pressure to provide guidance on more than just money while trying to maintain client relationships.

Passive funds reached a long-anticipated milestone that no one would suggest will reverse anytime soon. But these managers argue expertise has enduring appeal.

Pivoting from "this company will always be mine" to "I need to find a partner who can help me maintain continuity" is a necessary mindset shift for advisors making continuity plans.

The move brings the 28-year industry veteran from a firm where independent planners make up less than 5% of the advisory headcount to one where they are the majority.

Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.