Portfolio

Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce.

Financial advisors' jobs are among those at risk as computerization threatens the U.S. workforce.

Savvy inheritance planning can alleviate HNW clients' concerns that their wealth will be squandered or lead to squabbling among heirs. Here's how advisors can conduct the most effective family meetings to tackle these delicate issues.

Savvy inheritance planning can alleviate HNW clients' concerns that their wealth will be squandered or lead to squabbling among heirs. Here's how advisors can conduct the most effective family meetings to tackle these delicate issues.

United Capital has started providing regular liquidity to advisors with some first stock sales proceeds exceeding $500,000.

Hedge-fund and mutual-fund firms will face scrutiny of their risk-management practices in a meeting today with the top U.S. derivatives regulator.

Holding effective meetings with staff and clients not only maximizes your own time, but also makes the most of your employees' time and your clients' time.

Working on family governance can be a slow process, but both clients and their advisors benefit - with clients having peace of mind and advisors providing a premium value-add for high- and ultra-high-net-worth clients.

Advisory firms are embracing social media to help with recruiting and hiring talent. Keep a few rules in mind.

Working on family governance can be a slow process, but both clients and their advisors benefit - with clients having peace of mind and advisors providing a premium value-add for high- and ultra-high-net-worth clients.