Portfolio

We reshuffled the deck from our Top 20 program Managers to present the best of the list based strictly on the productivity of their teams.

Using multiple accounts for a Roth IRA conversion gives clients a chance to separate winners and losers after the fact.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

Securities America picks up a team with $120 million in client assets while a Focus partner reels in a wealth manager with $150 AUM. Here's a roundup of some of the most recent moves among independent financial advisors. View the list in slideshow format [here.] Securities America Joint Venture Snags Advisor Pair …

Where Are Active ETFs Headed?

As the firm pursues growth, Raymond James executives are striving to maintain its intimate feel and regional firm culture.

In most bond indexes, the biggest debtors (either corporations or countries) have the largest weightings. But to some investors, that sounds a bit foolish.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

6 ways new tax law benefits sustainable retirement; Who has the best retirement plan; Avoid rollovers of IRA CDs