Portfolio

Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an extremely worthwhile investment.

The U.S. stock market is about to conclude its worst quarter compared to the rest of the world since the 1980s.

The acquisition will bring LPL as much as $285 billion in AUM and 2,900 advisors when it closes in the second half of the year.

Also this week, Ameriprise CEO James Cracchiolo sees a 12% bump in compensation in 2024 and new LPL CEO Rich Steinmeier also sees a hefty pay bump.

Wage growth for job-hoppers is on the decline, but financial advisors say that might be a good thing for long-term retirement savings.

As group president of Envestnet Solutions and co-chief investment officer at Envestnet, D'Auria is responsible for research, overlay, direct indexing, sustainable investing and retirement services.

Experts say financial advisors can play a critical role for clients who are in the throes of addiction and those sifting their way through the often-challenging recovery process.

Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has helped his firm separate itself from the pack.

Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.