Portfolio

The adviser's job is about to get harder, and some old dogs are going to have to learn new tricks in order to survive.

Educate them on the risks and lower volatility of a geographically diversified portfolio.

The new recruits joined the wirehouse from Merrill Lynch and UBS.

Many Americans stop working before age 70 for health reasons. In one study, nearly 80% of workers who stop working before age 65 do so for their own health or to care for a family member.

For clients considering long-term care options, a move may be appealing if they find care options in other states that can help them save down the road.

Why advisers should step up their game as the industry goes robo.

Wealth management leaders are weathering current markets while aiming to jumpstart AUM growth with expanded client services and new tech tools.

If you raise rates on the rich, will you lose them to other states? A study of 45 million IRS records suggests it doesn’t work that way.

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.