Portfolio

While they don't need a child to claim the earned income tax credit, the benefit's value increases based on the number of kids clients have.

The investing world is rushing to cater people who want to make a difference with their money but are unwilling to accept higher volatility or fees.

The recent moves display the stakes of the competitive recruiting fight, which has led to firms like AmeriFlex seeking to give advisors greater flexibility and resources.

"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.

United Capital has a new name, but key challenges remain for its new owner.

The regional broker-dealer has long been among the industry’s most aggressive recruiters.

Data reported by the Investment Company Institute.

The advisors join the bank following a major reorganization of its wealth management business.

Firms need to keep up with the dramatic increase in expectations for a better user experience.

The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.