Portfolio

For clients who want to benefit from M&A, one option is to invest in sectors that are in the hot areas of activity. Another is to buy ETFs that zero in on the stocks of companies engaged in acquisitions.

Pershing will give advisors digital tools; Capitol One gets in the game with a hybrid robo plan.

Divorce is increasing among people aged 50 and up, which affects lifestyle and financial independence; Plus, 401(k) mistakes to avoid.

It was only the second time in a decade that the funds have shrunk at the start of June, in part because it coincides with a period when investors get paid from maturing debt and interest.

First-quarter annuity sales fell to $52.7 billion, a 6.9% decrease from the previous quarter.

The $4.3 billion iShares 20+ Year Treasury Bond ETF saw investors withdraw $1.7 billion of cash in the six weeks ended June 5.

Advisors who are thinking of starting their own firms need to understand that compliance is as essential to their business as any other aspect.

The advisor business has evolved to meet industry innovations and will continue to do so, even with the advance of automated investment advisories.

The lobby group's proposal calls for more disclosure, but does not mandate all material facts be revealed, or that the client truly grasp the pertinent issues, writes Ron Rhoades.

The newly formed team joins the Wells Fargo Advisor Financial Network with over 65 years of combined experience.