Portfolio

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

Many advisors have not formalized their client communication practices, a misstep that could hamper long-term business success, according to a recent FPA study.

Merrill Lynch's expanding financial boot camp deepens relationships by helping wealthy clients ensure that the family fortune lasts beyond this generation and the next.

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.