Portfolio

There are myriad financial and estate planning issues that must be re-evaluated to ensure tax efficiency and wealth transfer continuity. Here's what advisors should consider.

Muni experts expect outperformance by high credit-quality issues, a decline in refundings, troubled credits to dominate the headlines, and the Fed to raise rates in the second half of the year.

Because of convoluted laws and treaties, many clients are leaving money on the table.

Wealthy millennials are downloading apps more than other age groups, but for many categories it's boomers and Gen Xers who are the key users.

The wirehouses aren't fading yet, but many independents argue that these firms will need to change dramatically to retain market share.

Generation Y is more conservative than other generations when it comes to retirement savings.

Bill Gross joined the growing ranks of money managers expressing concern that a decline in liquidity could exacerbate losses for fund investors during a market decline.

"We want our planners to feel unsettled when their clients are unsettled," says Grant Rawdin, who has built a $2 billion firm on specialized, deep advice.

On Wall Street annually honors the industry's top young producers. Advisors ranked numbers 11 to 20 share how they got there.

On Wall Street unveils the top regional advisors under age 40. They share success stories and plans for future growth.