Portfolio

UBS sought damages for breach of employment contract; an ex-UBS advisor countered that he brought in $20 million in net new assets.

New tech-driven startups have upended the financial advice market. Now they just have to get through the coming shake-out.

According to RCS, 51 selling agreements have been reinstated -- but the firm refused to disclose the names of any broker-dealers who have resumed selling its products.

Art, antiques or other collections can make valuable donations -- with tax benefits to boot. Help make sure clients comply with IRS rules and get the highest possible deductions.

Today we continue ranking the best advisors in the bank channel. Next week: The BIC Top 50

Millennial women are making great strides in the workforce, but still "channel their inner ninth grade insecure freshman when it comes to financial matters," according to Fidelity's head of personal investing.

Retirees may start their search by visiting Medicare's website where they can compare facilities; plus, a moderate retirement saver portfolio for young investors and eight things investors should be thankful for.

Art, antiques or other collections can make valuable donations -- with tax benefits to boot. Help make sure clients comply with IRS rules and get the highest possible deductions.

Clients with both pre- and after-tax money in their employer plans can allocate distribution to separate retirement accounts.

Asset managers have become consultants to financial advisors seeking help with business development and practice management in an effort to stand out in a crowded marketplace.