Portfolio

Just one is easier for advisers, but there are good reasons to have two. Here’s how to help clients decide.

Advisers who ask clients about the history of real estate holdings can save headaches – and potentially millions.

The nontraded REIT industry moved to introduce a new share class following tighter regulations.

The decline could be attributed to poor market returns and the plans' auto enrollment feature.

The president makes good on his vow to kill legislation that would roll back the new regulations on retirement plans.

Wealth management "is the least tech literate of all financial services," says Michael Spellacy of PwC.

The regulator also says that the firm suffered from supervisory failures during a four-year period.

Here are ways to engage them in more positive thinking when the market gyrates.

Choosing where to allocate resources is never easy, but a grid, similar to this one used by Commonwealth’s Joni Youngwirth, can help.

It's expected that digital platforms will help advisors focus their offerings to serve specific client segments.