Portfolio

“The election could be disruptive to this rule,” Brian Hamburger predicted.

The San Francisco bank has snagged three advisers from City National Bank and Wells Fargo and added them to the team in California.

The recruits generated $1.8 million in annual production before making the move.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.

This strategy for the qualified conservation contribution gets higher deductions, says Samuel Donaldson, professor of law at Georgia State University College of Law.

A U.S. proposal could make it harder for Wall Street banks to compete for talent against asset managers.

Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.

Keeney Financial Group plans to leverage Triad affiliation to grow, firm founder says.

Rates have been on hold amid market volatility and a slowdown in U.S. growth.

From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.