Portfolio

The hottest topic in tech over the past 12 months had a major presence in the world of financial services.

The Fed's announcements sent a wave of optimism through the markets. How should financial advisors handle the excitement?

The plaintiff in the class-action suit notes that returns at rival institutions rose when inflation started driving prices up last year. Her rates did not.

The ETF and mutual fund pie will change by early next year, but Cerulli finds ample additional slices that alter the larger picture.

The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.

There are gaps to be filled, granted, but tech is transforming the industry and upping the quality of financial advice and the how it's delivered, write wealthtech leaders Andrew Altfest, Philipp Hecker and Nathan Stevenson.

Recruiters see the banking giant's offering as central to its bid to retain top teams and prevent them from going independent.

How are banks and the financial sector likely to perform in the coming year? The Americas chief investment officer of UBS Global Wealth Management shares her insights.

Writer Rich Lippman spotted a hole in the marketplace: There was no fun take on how to make an estate plan. His new book aims to fill that void.

The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.