Portfolio

Stifel lured away advisors managing about $500 million in assets from its rivals. But the St. Louis-based firm was not alone in recruiting top talent. Wells Fargo pulled in four advisors managing more than $450 million from rivals UBS and Morgan Stanley. Read about these and other moves in the latest OWS slideshow.

Are mutual funds hurting your clients' portfolios at tax time?

Cantor aims to bring on 250 to 350 advisors within three to six years and is prepared to be "extremely competitive" in its pursuit of wealth managers and advisor teams.

Emerging Markets Show Biggest Premium Since ’12 in Vanguard ETF

The Challenge of Structure

The group stands to lose at least one prominent member, and possibly dozens more, over the next 12 months.

Offering just one solution, even if you're an expert on that strategy, will limit your flexibility.

These combination or hybrid products package long-term care coverage with a life insurance policy or annuity-like product.

Selling a home in retirement; Frailty risk different from health care expenses; State of senior health, by state.

Most of the world’s economic growth will come from outside the U.S, yet most American investors are still under-diversified in international assets.