Portfolio

Asset growth is still the name of the game—here are the best in the bank channel.

Heavily discounted, online rivals are challenging the planning profession's right to exist. Here's how to fight back.

A measured dose of private placements can boost returns for HNW clients willing to hold some illiquid assets.

High-net-worth clients may be concerned about various threats to their security. Here are some ways advisors can help.

While standard charitable remainder trusts can deliver tax benefits, lifelong income and philanthropic satisfaction, specialized versions add control over when the income starts to flow.

A measured dose of private placements can boost returns for HNW clients willing to hold some illiquid assets.

High-net-worth clients may be concerned about various threats to their security. Here are some ways advisors can help.

While standard charitable remainder trusts can deliver tax benefits, lifelong income and philanthropic satisfaction, specialized versions add control over when the income starts to flow.

The ability of advisors to recruit and manage millennials will likely play an important role in the industry's sustainability.

Wells Fargo recruited three Morgan Stanley advisors with nearly $500 million in assets under management, and promoted two veteran employees to its executive team. Regional firm Janney Montgomery Scott lured away a Merrill Lynch advisor with $1 million in production. And Raymond James continues to poach talent from the wirehouses.