Portfolio

In the case of the millennials, their experience with the financial sector includes the unifying themes of volatility, crisis and scandal.

ETFs are growing at such a clip that their assets are poised to overtake those of hedge funds.

The aggregator says a total of 55 firms have signed contingency agreements with its partner firms.

By acquiring fintech companies Upside and Finance Logix, financial advisor platform and service provider Envestnet is betting that the best wealth management model combines human advisor-client relationships with the latest technology.

Aging parents could alleviate stress and possible tension if they share their final wishes with their children -- or at the very least, where their accounts are held.

The wirehouse pulled in a group from Barclays, while rival Merrill Lynch picked up another that managed $425 million from J.P. Morgan.

Most advisors know they should deliver great service. But making it happen is a different story. Use these ideas to upgrade the experience you offer.

Some of our favorite recent tax fraud cases.

The Internal Revenue Service’s Criminal Investigation division has created a cybercrime unit to combat the growing trend of identity theft-related tax fraud as the problem morphs into data breaches and becomes more international in scope.

Clients who intend to stay in their homes after they retire should consider changes like open floor plans and wider doors to accommodate wheelchairs and walkers; Plus, small businesses now have no excuse for lousy retirement plans.