Portfolio

The purchase will give Vanguard access to Altruist's custody platform and wealth management technology.

Young financial planners weaned on sports betting and prediction markets must lose their quick-reward mindset to build long-term financial plans, says a professor at Rutgers Business School.

With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of its greatest strengths: its network of branch advisors.

Cogent Bank has tapped an industry veteran to lead a new unit focused on ensuring high-net-worth clients can smoothly transfer assets to their heirs.

As clients consider when to claim Social Security, an advisor proposed a strategy to maximize tax-free retirement income using certain benefits and senior deductions.

Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.

Firms are using AI more than ever, but few have adopted clear policies outlining human oversight or how third-party vendors should handle cybersecurity.

As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning.

Press an "easy button" for an internal succession or go the harder, often more lucrative route of leaving an employee brokerage to sell an independent practice? A new report from one recruiting firm shows which lane most advisors choose.

Rick Simonetti knows it's not easy recruiting private bankers and then moving their clients and assets. That hasn't stopped him from building Fidelis Capital into a $3 billion firm built largely on bankers pulled from Wells Fargo and Bank of America.