Portfolio

A NING trust can provide significant savings and help clients avoid gift tax ramifications.

Banks are racing to incorporate new technology to fend off new entrants seeking to steal established firms’ customers.

The 529 market has nearly doubled over the past five years, reaching a record-high $227 billion in AUM by the end of 2015.

Advisers say they have been asked to allocate less to equities and bonds in the face of global and political turmoil.

SMAs also allow clients to invest in line with personal values and offer customization.

Advisers must be creative and persistent in figuring out risk tolerance levels.

Most times, remaining calm and sticking to a long-term asset allocation is the best course.

How a bundle of joy can reduce your client's IRS payment. Plus, the benefits of charitable remainder trusts and 20 common investing mistakes.

Long-term investors have nothing to fear when it comes to short-term market volatility.

BlackRock’s Larry Fink warns there will be a "massive shift" into passive investing amid consolidation in the asset management industry.