Portfolio

Royal Bank of Canada is exiting wealth management in the Caribbean, extending a retreat in its international wealth business that began last year in Latin America.

"You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts.

One is to check how much you've contributed to your 401(k) plans and IRAs; plus, how to determine the "funded status" of personal retirement plans and the steps to take to ease post-career anxiety.

As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.

Advisors from Merrill Lynch and Wells Fargo were elected to IMCA's board of directors.

The San Diego-based advisor allegedly participated in private securities transactions that resulted in two elderly investors losing more than $340,000.

Emphasis at the Women Advisors Forum in San Francisco is on smart strategies advisors can use to build their practices and support women in the industry.

"Most advisors are struggling to grow their businesses in a way that is directly impacting their bottom line," says FPA CEO Lauren Schadle. So what are firms that are growing doing right, and what should other advisors be doing differently?

Greg Davies, head of behavioral finance at Barclays reviews how technology has fit within the industry and the opportunities and challenges that development has brought.

Company founder filled account with stock that wasn't publicly traded and used low values to stay technically under the contribution limit; plus, jumbo-loan challenges for retirees and how to avoid the Medicare surcharge.