Portfolio

Julius Baer Group, Switzerland’s third-largest wealth manager, said its affluent Russian clients were less active in the first half of the year amid political tensions in the region.

Answering these four questions will help you develop a solid strategy so you can confidently engage prospective and current clients on social media.

What to do with a 401(k) now; When a rollover is not the best idea; Planning for a stay-at-home parent

With $7.86 billion in assets, PIMCO has the largest share of the active ETF market. While these products are gaining ground, they still make up just a small fraction of the total ETF market and PIMCO has yet to break into the top 10 providers overall.

Two financial advisors have left Wells Fargo to join Raymond James Financial Services, the regional's independent broker/dealer.

Despite their smaller size, these boutique IBDs outperform on several desirable metrics.

Many new ETFs offer alternative ways to approach equities and fixed income.

Fiduciary issues should supersede discussion of fee-only, says CFP Board's Ray Ferrara says.

While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide.

Covered call writing is often seen as an alternative income strategy, but it also can enable advisors to reduce risk in a concentrated portfolio while preventing clients from getting clobbered by taxes when selling.