Financial planning

The $6 billion RIA seeks exponential growth by trading one private equity investor, Lovell Minnick, for another, Genstar Capital

Traditional firms must boost their digital wealth management tools or risk being overrun by those that already do.

More acquisitions are expected in the digital wealth management space as firms look to quickly add tech platforms and services.

Northwestern Mutual, the nation's second-largest life insurance company, is buying LearnVest, an online financial planning start-up founded in 2009.

Affiliated Advisors Group, which manages approximately $600 million in assets, will operate as an OSJ branch within Royal Alliance, part of the AIG Advisor Group network.

During the planning process for a digital platform strategy, Fidelity says its partners and brokers asked why it couldn't just go buy eMoney Advisor instead.

Pension funds are joining the currency markets to protect their offshore investments and gain from future price changes as the U.S. dollar continues to perform well; Plus, three reasons to use a Roth IRA to save for college.

John Lipari and Richard Ribek say they chose Raymond James' "client-first culture."

Banks are gravitating toward a new technology they think can help customers more easily open mobile accounts: allowing photographs from smartphones to help customers auto-fill portions of their application.

To better police the advisory industry, the SEC chief seeks additional funding for advisor examinations and to bolster enforcement.

Claire Cockerton of U.K. trade group Innovate Finance explains how technology can rehabilitate the global banking industry's reputation and how London became a financial technology hub.

Schwab sought restitution in arbitration after an advisor left its Private Client Group to join Merrill.

Vanguard says assets in its Personal Advisor Services start up, still in the pilot phase with no paid advertising support, rose from $755 million in 2013 to $10.1 billion at the end of last year.

The range of efficiency tends to be similar within sets of U.S. stock and bond funds. Should advisors care?

Only a third of advisors surveyed by IMCA feel safe enough to say that robos pose "no threat" to their business. A skills upgrade is one line of defense, the group advises.

Top earners understand that annuities unburden them of some investment risks and give their assets a layer of legal safety from creditors and frivolous lawsuits; Plus, how to assess lump-sum payments of future benefits.

Here’s a primer on long-short funds, managed futures funds and managed payout funds.

"I’m delighted to be returning to my California roots and joining Google," Porat said of her move back home to Silicon Valley.

CFPs cite real estate downturn, outside business failures as triggers for financial troubles.

Ted Cruz's wife Heidi is taking an unpaid leave to join the campaign of the Republican presidential candidate.