Portfolio

Clarity and even-handedness go a long way during a time when clients may especially need advice, say advisors who have grappled with warring spouses and matrimonial lawyers.

Female advisors from Raymond James' Private Client Group got a mix of planning tips, technology tricks, strategic advice and female empowerment.

When to take a pension buyout; In hindsight, here's what retirees wish they'd known; Changing jobs too often may shrink Millennials' retirement funds

Global private wealth will grow 40% to $369 trillion by 2019, with more than one quarter of the growth coming from emerging markets, according to Credit Suisse Group AG.

Aequitas Capital is hoping to woo advisors with an unusual but potentially potent pitch: its expertise in alternative investments.

Abigail Johnson has climbed the ranks of Fidelity Investments, the company started by her grandfather in 1946, over more than 25 years, starting as a stock analyst and working her way through almost every major division.

Financial advisors get trained in taxes, but many times it’s just a basic framework for how to structure investments. A CPA can bring a much deeper level of understanding to a client’s tax situation.

Clients don’t think of themselves as average, and human advisors are best equipped to customize and personalize their solutions, advisors and industry experts say.

Data backup may not be the most interesting part of an advisor’s role, but they must make the necessary measures a top priority, compliance and security officers say.

Professionals or any high-net-worth clients who might face lawsuits can often benefit from setting up overseas trusts, a meaningful deterrent when overzealous plaintiffs come knocking at the door.