Portfolio

Understanding The Uptick In ETPs

Wealth management is poised to benefit significantly from an aging global population and a substantial wealth transfer, a new study from Merrill Lynch shows. But some evidence suggests the industry is unprepared.

We reshuffled the deck from our Top 20 program Manangers to present the best of the list based strictly on increases in team production.

These instruments can be very powerful estate planning tools. Here are five situations in which a revocable trust might be helpful for clients.

Mixing your clients' charitable impulses with your own can have multiple benefits.

How to get "peace of mind" retirement income; Changing insurance plans can reduce premiums; Risks of spending retirement savings too early

For advisors, the choices among alternative beta portfolios are numerous. Which ones make the most sense for clients?

How does owning gold compare to owning precious metals equities?

Long-term gains on some gold investments can be surprisingly high, under the rules for collectibles.

For advisors, the choices among alternative beta portfolios are numerous. Which ones make the most sense for clients?