Portfolio

John Hicks, the chief marketing officer of Ausdal Financial Partners, sees his firm's lack of private equity ownership as a big part of its appeal.

Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.

The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.

Software to help advisors better communicate should be more than an afterthought for firms who want to grow organically, industry leaders said at T3.

Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.

President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.

The near-blunder occurred in the same month that another part of the bank accidentally credited $81 trillion to a different client.

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

A group of nine claimants said they lost millions after the UBS broker Andrew Burish recommended they place bets that Tesla shares would decline in value.

Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce Financial Analyst committed to helping clients through this difficult life transition.