Portfolio

Walk into any wealth management firm, and chances are there won't be any African-American advisors at all. What's causing the diversity gap - and how can the industry fix it?

The silence about planning’s race gap is most insidious.

Without a quantum shift in savings habits, millennials are facing big trouble when they start approaching retirement.

People who benefited from exceptional efforts by planners include moderate-income workers hoping to become homeowners and college-bound students. See how advisors made a difference.

A new version of Oranj aims to help advisors be more strategic in the ways they run their businesses.

A Vanguard model aiming to forecast the next decade’s returns offers some useful takeaways.

M&A activity is up. But is there a more systematic way that advisors can take advantage of these deals?

Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.

A Roth conversion that increases reported income might also decrease health insurance premium tax credit and thus bumping up the cost of the conversion.

Real estate investing and retirees in the same sentence scares many financial advisors. But one, who teaches such strategies, gives them a green light if clients follow a few of his cautions.