Portfolio

After scouring the industry for the best managers in the bank channel, here is our annual Top 20 Program Managers ranking.

The two-year-old wealth management business has a new chief executive to replace Frank Campanale, a former wirehouse executive, who previously held the job.

Even among advisors who support the concept of socially responsible investing, agreeing on what that term entails exactly is tough.

“Why should a really good smaller firm that’s growing have a lower multiple than a big firm that’s crappy?” asks Peter Raimondi, president of Boston Private Wealth.

Lure of large trust department, bank name recognition, more persuades five advisors in Redondo Beach, Calif., to switch.

The nine-year-old Morgan Stanley China A Share Fund, the first U.S. closed-end fund to invest in mainland stocks, has slumped 13% this year through Sept. 18 on a total return basis, compared with a 6.2% decline in the benchmark it tracks.

This MD-turned-CFP relies on the “BATHE” psychiatric tool to help discern what’s really going on with clients.

Remember, 529 plans aren't the only game in town. Here are some alternative solutions for clients to fund their kids' educations.

Investors feel more confident they'll achieve their targets, although that growing bullish mind-set comes from those who actually have retirement plans, according to separate surveys.

Celent says "advisors and firms have no choice [but] to continue to adapt to client demands, which is increasingly a digital delivery."