Portfolio

“High-touch” support, technology and firm culture played a part in career changes for seven advisors.

Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.

When legacy tools only address known risks, firms may be overdue for an upgrade.

Outflows were offset by the firm’s iShares ETF business, which saw net inflows of $33.7 billion in the period.

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.

The fast-growing Mather Group has ambitious expansion plans.

A small group will actually pay less in premiums because the cost-of-living adjustment in their Social Security benefits next year won’t be large enough to cover the premium increase.

A bonus introduced earlier this year has helped fuel client acquisition, executives say.

The new platform will support bitcoin and Ether early next year and offer over-the-counter trade execution and order routing.

The practice transitioned in a week in which 15 advisors joined their new firm in three separate moves.