Portfolio

Retirees who opt to manage their investments are advised to streamline their portfolio maintenance into a process that they can roll out toward the year's end.

Plus, Wells Fargo hires a $700M team from J.P. Morgan Private Bank and helps a $587M Morgan Stanley team go independent.

After a stormy tenure at the bank, the former Colony and Banyan head goes back to the acquisitions arena.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

Should advisers opt for better platform options or losing back-office and administrative tasks?

Should advisers opt for better platform options or losing back-office and administrative tasks?

From hiring sprees to accelerating software launches, companies are gearing up for the significant expenses and changes wrought by the new regulation.

Even in the meltdown, investors continued to show aversion to the defensive industries that led the market in the first half, with utilities, phone companies and REITs bearing the worst of the losses.

Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.

How specialty areas are helping this elite group of 20 advisers boost business.