Portfolio

Joan Khoury's position will be eliminated and most marketing functions and all training teams will transition to a new Client Experience and Training group headed by Mimi Bock.

Most boomers want more from their post-career years than cruises and golf, a Merrill Lynch survey finds. Advisors should take note as they help clients plan for life after their primary career.

There's a discrepancy between the technology clients expect and where "typical" advisory firms are, technology expert Joel Bruckenstein told advisors. “You’re moving too slowly and you have to be more aggressive.”

Deutsche Asset & Wealth Management, in partnership with CAIA, will now require its employees in its retail distribution arm to enroll in CAIA's fundamentals of alternative investment certification program.

A former Merrill Lynch executive has joined Focus Financial Partners to co-head a program that helps wirehouse advisors go independent.

Frequently overlooked as a wealth management planning tool, IRS Form 1040 is the best potential tool for delivering integrated tax and investing advice.

"The wealth creation cycle in Silicon Valley right now has produced many business opportunities which are keeping the entire office very busy," says the firms' new director of wealth management.

Suspending the payroll tax for people over 65 would decrease total government receipts, yet make it easier for older adults to work.

Most people nearing retirement expect their advisor to help them maximize their Social Security benefits, with four in five saying they would switch advisors if their current one failed to do so.

The IRS is considering expanding a program under which it delays tax refunds for up to six months for delinquent taxpayers.