Wealth management

Clients who check their portfolios every 15 minutes — or every 15 days — may not be good candidates for the moderate-growth performance of a broadly diversified portfolio.

New financial planning software tool aims to meet the needs of clients with $25 million and up.

He’s the latest broker to leave a wirehouse for a regional BD.

Fresh doubts about whether star managers can deliver consistently superior returns have been raised following Bill Gross’ retirement.

It’s been death by a thousand cuts as a steady stream of top talent strikes out on their own.

The firm has been on a recruiting tear, with a particular emphasis on wirehouses.

Data reported by the Investment Company Institute.

The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.

Firms who resist or fail to understand advisors’ needs will lose the game, according to a panel of executives.

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

Industry leaders look to developments in AI, blockchain and cloud computing as the key drivers of change.

The number of people in that group fell by more than 28% in the fourth quarter, according to Fidelity's data.

The complete lists.

Planners share their favorite out-of-left-field appeals for advice.

Tradition, trust and Google all factor into the choice.

The team joined AdvicePeriod, which has more than two dozen advisors and $2.2 billion in AUM.

All 83,000 CFPs certification information is now published via the same technology that underlies fast-proliferating cryptocurrencies.

A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.

Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.