Portfolio

The pessimism is especially unusual given that the group’s asset flows haven’t moved opposite the market in more than a decade.

In many ways, the restricted application is similar to the old file and suspend strategy, which was disallowed in 2016. However, there is one big difference.

In a surprise move, Liz Nesvold sells investment bank Silver Lane Advisors to Raymond James Financial.

The teams are led by brokers who’ve been featured on Barron’s and Forbes’ advisor rankings.

Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.

This $1.5 trillion dilemma doesn’t discriminate.

All 20 funds posted losses over the last year.

Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?

The technology could make collecting more appealing to investors.

The leak included information on about 12,000 advisors who are clients at LPL Financial.