Portfolio

Here’s how On Wall Street’s Top 10 Branch Managers land the best talent and help shape the industry’s future.

Sometimes young planners realize they don’t want to manage a book of clients forever. Here are ways they can go without leaving the profession entirely.

As clients live longer than ever anticipated, advisors face new challenges in helping them prepare for the future.

Who benefits from a new law that allows retirees to make donations to charities directly from their IRAs? Plus, retirement challenges even millennials with 401(k)s will face.

Here’s how to counteract your clients’ tendency to buy and sell securities at just the wrong time.

The sector has been in a slump of late, but these funds have bested the S&P 500 over time.

Use fund clones or computer-simulated models to emulate the Buffetts of the world.

Here are three ways advisors can reduce execution risk and edge ahead in a beta-driven world.

Leveraged ETFs aren’t for most clients, but they may work for short-term hedges.

From just one in 2006, there are now many high-yield, dividend growth and total dividend funds.