Portfolio

A client who earns a higher income than her spouse is advised to file for benefits before reaching full retirement age so her husband can begin getting a spousal benefit.

Our latest tracking data shows that advisors are allocating more to global equities due to changes in the European Central Banks's monetary policy and more favorable valuations compared to equities at home.

While market trends indicate an attractive environment for new entrants in the ETF space, fund managers need to make sure they are prepared from an operational standpoint.

The SEC furthered its investigation into whether senior asset-management executives at JPMorgan Chase developed a policy of improperly steering clients into investments for the firm’s own financial gain.

Advisors face a shifting landscape on both competitive and economic fronts. Many argue that it's time to scrap the AUM fee altogether.

Professionals like doctors and lawyers often face extra-high debt loads, special needs and an array of tough choices. Here are a few repayment strategies that your clients should consider.

As economic landscapes shift, RIAs are going to need to rethink the ways they charge clients and deliver service.

Clients should use the first-in, first-out strategy when selling stocks or funds in their portfolio to avoid hefty penalties; Plus, why middle class households are saving more than the rich.

As an advisor, you're not necessarily obligated to vote proxies for client portfolios. But you must make sure your policy is articulated clearly. Here are a few things to keep in mind.

Young HNW investors are very comfortable with digital wealth management tools, and many don't even have (or seem to need) an advisor.