Portfolio

Firms can address cost and transparency with an open architecture, multimanager platform, says John Hancock Investments President Todd Cassler.

How advisers can help overcome their irrational expectations.

Mike Papedis oversaw RIA acquisitions, an increasingly important revenue source for the company.

High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

The five-time San Antonio Spurs champion is willing to testify against his former longtime planner, according to the team's lawyer.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

The real estate developer's family philanthropy is scoring the same kind of robust returns his hedge fund once did.

Foreign investors are plowing money into Tokyo stocks and U.S-listed ETFs tracking the market.