Portfolio

Naming a young grandchild as beneficiary of a traditional IRA could be a wrong move, as the distributions will be subject to the "kiddie tax."

There wasn’t a lot of diversification among the top funds as technology has dominated the market gains in recent years.

More than 80% of the richest clients want big asset growth later in life, according to a new UBS survey.

Concentrate on the factors that you and your clients can control.

Investors in his $1.4 billion closed-end offering saw huge gains as a result of stellar performance from his $88.9 billion Income Fund.

If clients are unhappy with any aspect of their life that financial planning will solve, make that the primary focus.

The hybrid firm stated it now has $4.9 billion in AUM, with $1.4 billion gained this year alone.

A new industry snapshot highlights record firm count and AUM, while continuing steep client growth fueled in considerable part by the rise of robos.

The IBD spent $77 million on technology upgrades in 2016.

They made the move in part because of the marketing and research resources the firm offers, says new hire Todd Kissel.