Portfolio

Attendees at the recent Women Advisors Forum, held in New York, shared tips and experiences when helping clients fund philanthropy, branding their practices and investing fine arts. And advisors heard from industry veterans like Sallie Krawcheck. See the smartest takeways from the conference in our slideshow.

If you intend to grow, commit to a sales-centered grind with upfront costs -- but expect a payoff down the line.

A family office founded by Rothstein Kass executives gets backing from rapidly expanding Focus Financial Partners.

In an amicable divorce, advisor Lilli Vasileff's job is simple. But if one spouse is trying to hide assets, the work gets much more complicated.

BlackRock, the biggest provider of exchange-traded funds, is ramping up its fight with Vanguard Group for U.S. retail investors by doubling the number of funds in its low-fee “core” series.

There will be another recession at some point, but advisors should have time to help clients prepare.

While some in the industry have expressed reluctance, Krawcheck says other advisors and institutional investors are intrigued.

Advisors can enhance their branding by personalizing their practice more. Here are some ways to develop your personal approach.

For advisors, there are significant non-portfolio issues to consider when interest rates finally increase.

There are a few basic steps investors and advisors can take when voting their proxies to promote gender diversity on corporate boards.