Portfolio

More than 100 equity and fixed-income funds will be integrated directly into the firm’s advisor platform.

The technology provider’s parent is undergoing an overhaul intended to align its subsidiaries, says CEO Eric Clarke.

The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.

The technology provider to financial advisers is partnering with Advisor Credit Exchange to help them connect their clients with banks and nonbanks for consumer and business loans.

Last year's performance suggests the upstarts may have an Achilles' heel.

The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

Just over half of clients expect it will be harder for the next generation in their family to feel comfortable financially.

Nick Maroutsos’ vision for JUCTX, which lost over half of its assets when the ex-bond king pulled out, is far different from the unconstrained strategy.

Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.

The market is expected to remain heated in the months ahead.