Portfolio

April has been a busy month for advisors on the move, as regional and wirehouse firms have scrambled to keep up with each other in the battle for top advisor talent. See all the latest moves and promotions.

The IRS is anticipating the chances of a tax return being audited to be the lowest in years.

A pet trust can dictate the type of care a pet will receive after its owner is gone and supply funds for that care.

Research suggests that good vibes are good for business. Here's how you can get serious about your attitude adjustment.

In a market pressed for yields, this category's "go anywhere" philosophy deserves consideration.

Twitter tip: rethink your blog headlines

This social video platform offers advisors another way to demonstrate their knowledge and expertise, says a social media savvy advisor who focuses on Gen X and Gen Y clients.

Social media can be intimidating to inexperienced users, but it has proven to be an invaluable tool for one advisor who says she makes time for it each day "because it makes perfect business sense."

Fortress is the fifth firm to join Omaha-based Arbor Point, which provides an open architecture platform aimed at dually registered advisors, since it launched early last year.

Almost three in four affluent millennials have assets in online brokerage accounts, while only 67% have assets in a defined contribution plan.