Portfolio

Scott Upham of Cribstone Capital has found a niche in helping families maintain shared real estate.

Planners need to understand some of the functions that might be included in a modern trust.

Creating a performance management process will help firms get the most from staff members.

Advisors can help clients and their survivors by helping plan out funeral services.

A study of 89 years of returns produces surprising insights about holding a portfolio for a very long time.

Advisors can help clients avoid overpaying on taxes by reversing Roth IRA conversions when portfolios fall.

RIAs forge ahead while fighting pressures to grow in ways that might threaten their independence.

Bank customers who have financial plans are twice as likely to purchase insurance and investment products from their institutions, according to a new study.

Clients should not lose sleep over health care expenses after they retire as they can sign up for Medicare Parts A, B and D to cover hospital visits, doctor services and outpatient care and prescription drugs; Plus, essential money lessons for retirees.

FINRA's system for ensuring the integrity of advisors’ BrokerCheck records is broken but can be fixed, securities lawyers and other experts say.