Portfolio

The largest firms’ combined VA and FA revenues hit a three-year low in 2017, but the products still make up a significant portion of their businesses.

A younger cadre of managers led by new President Jonathan Gray is moving up.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

A high valuation is a mixed blessing, industry analysts say.

The firm’s partners met while employed as advisors at Merrill Lynch, and later switched to Wells.

High-yield credit volatility has actually declined since the products first came on the scene.

The right health insurance is all that’s needed to use this triple-tax advantaged savings account.

Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.

The biggest losers so far? High yield bond and large value products.

The firm says it's likely to benefit from the strategy by luring new clients and earning fees on securities lending.