Portfolio

UBS lowered its payout rates for advisors on the low end of the revenue production scale.

Market turmoil is likely to weigh on many advisors' take-home pay this year. Couple that with changes some firms have made to their compensation grids, and some advisors are in for a double whammy.

Agreements from LPL Financial and Betterment top a host of merger and acquisition activity that has jumped since the start of this year.

Optimism is building that a game-changing fund design that will help asset managers shrink clients' tax bills will soon be approved by the SEC.

The choice of brokerage or RIA firm involves any number of factors and a range of timelines. Here's what the numbers and experts suggest are the main drivers.

In a big week for industry recruiting, Stifel lands practices managing $2.9 billion at Merrill, Merrill recruits a $1.9 billion team from Raymond James and Rockefeller pulls part of a $2.3 billion team from UBS.

U.S. stocks have convulsed in April as investors reacted to twists and turns in Trump's tariff policies.

Lack of communication about estate plans and the reasons behind them is sure to cause static among client families down the line.

The pros and cons of giving discounted or free financial advice to those close to you.