Portfolio

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

Worried about rapid transformation in the industry? It may be easier to evolve than you think.

The deal with the family-run independent insurance firm followed record sales in fixed-index annuities.

The regional broker-dealer’s head count jumped up to 1,824 in the third quarter.

Why these are more inviting under the new tax law.

A growing chorus of firms such as Fidelity, Citigroup and Goldman Sachs have announced plans for a variety of services around cryptocurrency trading.

Clients preparing for a life-altering event — such as marriage, divorce or a new baby — are advised to start getting their paperwork in order.

Rockefeller Capital Management poaches Michael Bapis' billion-dollar HighTower team.

IRS rules allow clients in certain circumstances to tap their retirement accounts before the age of 59 1/2 without a 10% penalty. But this still should be considered a last resort, an expert says.

The firm’s recruiting streak continues with this latest wirehouse hire.