Portfolio

A cross-border practice in the Southwest appeals to Canadians seeking better weather and favorable tax treatment.

"The timing is right to fully integrate our new wealth management offering into our Global Asset Allocation and PI divisions," a Fidelity spokesman says.

Puerto Rican investors are lining up for arbitration with UBS AG over losses when the commonwealth's bonds plunged last year.

Clients want you to succeed and are willing to help, so here’s how to address the problem of “overservicing” them.

A smoother prenup process can ease clients' embarrassment and protect their financial well-being.

A large majority of women say they would stay with their current advisor, even after the death of a spouse or partner, according to a new study from Russell Investments.

Last year's spectacular S&P 500 gains may have clients demanding more large-cap stocks. Here's how to resist.

LPL Financial is positioning itself as a simplifying agent for advisors facing a stream of new technological innovation.

Charles Schwab is adding a long-awaited 401(k) platform that will allow participants to invest all of their plan in low-cost ETFs, signifying a desire to capitalize on the ETF growth story. .

U.S. stocks fell after the best four-day rally in a year for the Standard & Poor’s 500 Index. Treasuries slid amid comments from Federal Reserve officials, while China trade data spurred a rally in commodities.