Portfolio

ETFs routinely purge portfolios of holdings with large unrealized gains, while mutual funds seldom utilize this powerful tool.

Family members differ dramatically when it comes to wealth planning, according to a recent Merrill Lynch study. Here's how advisers can start a dialogue with relatives that answers their wealth planning needs.

A look at which months typically produce the best long-term results for different asset classes.

Why certain clients should allocate more, or less, to their emergency funds in preparation for retirement; plus, how Americans blew $1.7 trillion in retirement savings.

Also, Merrill gained teams with $1.5 billion in combined AUM, while UBS said farewell to a $426 million team.

Financial planners moving to new jobs are jumping less hurdles and increasing AUM, a new study says.

Best interest contracts don't allow conflicts of interest, but don't ban all conflicted compensation. The DoL may be giving the industry enough rope to hang itself.

Here's how to sell a second home with a smaller bill from the IRS. Plus, ETF picks for retirement portfolios, and an investment strategy that takes the edge off your clients' taxes.

Industry veteran Scott Schmid will oversee the San Diego market for its Private Client Reserve beginning May 9; hopes to double headcount in 2 years.

Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.