Portfolio

Executives chalk up growth to surging equity markets, a stable tax climate and the growing popularity of donor-advised funds.

The top three players – Blackrock, State Street and Vanguard – currently dominate U.S. ETF market share, holding more than 80% of total assets as of mid-2014, a percentage that has remained relatively unchanged since 2012.

Janney Capital Markets is concerned that Standard & Poor's ratings for some local governments may be too high and out of step with current credit conditions.

While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.

While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.

The oft-cited line that the top 1% of U.S. households lay claim to 30% of all wealth is probably an understatement, according to a European Central Bank working paper.

Social security strategy is situational; Delaying Medicare benefits will cost you; Don't set and forget withdrawal rates

Richard Gill's departure from Focus follows the exit last month of Michael Paley, who co-led the firm's mergers and acquisitions team.

While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.

Many firm founders are deciding that their legacies don't need to be enshrined in their firms' names.