Portfolio

These include currency-hedged or exposed, small- or large-cap, quality screened or all-inclusive.

Here are wealth management's elite leaders, responsible for landing the best talent and helping to shape the industry’s future.

The debate has spread far beyond planners and regulators, suggesting to some that public consciousness, and widespread change, might be on the rise.

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.