Portfolio

Two incoming firms merging together under a new business line at the company will push its offices above 100 nationwide for the first time.

Total annuity sales easily eclipsed 2022 — which had set an all-time record.

The co-founder of an internship program pairs aspiring financial planners and career changers with financial firms looking to widen their talent pools.

The first quarter is a good time for an annual check-in with philanthropic investors, a practice that can strengthen intentions and family bonds.

Amid a tough year for property investors, discerning advisors could still uncover some solid returns.

From knowing your demographics to understanding RMDs, these are some of the best opportunities for tax planners to demonstrate their value to clients this year.

The success of tech stocks in 2023 was largely driven by seven "magnificent" companies. Will 2024 be different?

Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn't mean advisors are any more likely to embrace them.

For clients who want sustainable investing reflected in their portfolio, financial advisors will need to find an approach that resonates while staying true to fiduciary responsibilities.

Tech stocks dominated last year's top-performing funds, but bitcoin made an appearance as well.