Portfolio

As global wealth grows and client expectations rise, wealth managers need to develop sophisticated capabilities at once, a BCG report finds.

Are you reaching out to clients effectively? Advisor communications techniques -- both online and in the real world -- are a key focus area in Pershing's second annual study of advisor success.

Wall Street veteran Sallie Krawcheck is putting her name behind a new index fund that before its re-launch suffered dismal long-term performance. Will advisors be interested?

Clients want to give back, and not just for the tax breaks.

More planners say they are doing better than ever, according to Pershing's second annual study of advisory success. Here's what they are doing right.

Financial advisor use and recommendation of ETFs is continuing to grow, outpacing all other investment vehicles, a new survey from the Financial Planning Association shows.

ETF and mutual fund providers need to rethink their sales and marketing strategies in light of the rapid growth in the sales of these products by registered investment advisors.

Do your clients know the value you offer? Here are five things to keep in mind as you create and disseminate your value proposition.

Longevity increases and cultural shifts have changed the way Americans plan for retirement -- and advisors need to make sure they're keeping pace.

When some investors were fleeing Russian stocks as President Vladimir Putin moved to annex Crimea, Pacific Investment Management Co. turned bullish.