Portfolio

If a client becomes incapacitated, who will give the financial planner directions?

Wealth managers report being divided on whether to allocate more client funds to global or domestic stocks.

Before joining Dynasty, Gordon Abel headed financial services marketing for the search giant.

When retirement is still nearly two decades off, which funds posted the best five-year returns?

Small companies that pay out distributions outperform those that don’t over the long term – with lower volatility.

A more disciplined pricing process for serving wealthy clients will boost profit margins.

Pimco's outflows continued, though at a slower pace, according to Allianz Chief Financial Officer Dieter Wemmer.

Ellevest considers factors affecting women such as the gender pay gap, earnings power over time, risk preferences, longer lifespans and caretaking responsibilities.

Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.

The recruit says the firm's fiduciary business model was a draw.