Portfolio

AdvicePay from Alan Moore and Michael Kitces is aimed at streamlining payments to advisors.

If an acquisitive advisory firm doesn’t perform due diligence on the seller’s fee structure, headaches are guaranteed, Michael Kitces writes.

High-risk, highly concentrated funds may not be for everyone, but they can fill a niche.

Even those who don’t work for Morgan Stanley could find themselves in a Catch-22.

Following in the footsteps of Chase, Wells Fargo and others, Fidelity is launching an application programming interface to let third-party apps access customer data — as long as the customers grant permission.

A health savings account can be used to cover medical bills and can also be a great savings vehicle for retirement.

The California city has been replaced by Los Angeles.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.

The firm is expanding its Tucson office with the addition of the Langer Wealth Management Group.

After announcing it would exit the Broker Protocol, Morgan Stanley lost advisors managing approximately $7 billion in client assets.