Portfolio

Which banks are advisors moving to? In the most recent roundup, these advisors switched to BNY Mellon, Countybank, U.S. Bank, Viewpoint Bank and Wilmington Trust.

A study of how various asset classes fared during 15 years of low inflation offers some surprises.

“There’s a very low supply of advisory firms with more than $1 billion in assets under management,” says Echelon CEO Dan Seivert.

Gold investors saw their precious metal struggle last year after hitting an all-time high in 2011—today many advisors remain bearish.

Discussing his experience disclosing a cancer diagnosis to clients and other challenging planning scenarios, an ethics consultant offers a number of surprising lessons for advisors.

What you need to know before retiring internationally; the no. 1 flaw in America's biggest 401(k) plans; retirees, watch out for the state tax bite

Strategies for mitigating the net investment income tax; Tax credits vs. tax deductions; Four investments with unusual tax rules.

Pimco Says It’s Cooperating in SEC’s Total Return ETF Probe

Nearly a third of investors say they “consciously avoid stocks in long-term investment accounts," according to a new Wells Fargo/Gallup study.

Which is more important to clients' frontier economy asset portfolios? Debt? Equity? The answer is both.