Portfolio

As values change, a new view of business success is emerging. Use these criteria to make sure your own practice has an enduring future.

Lack of scale and the heavy investment wealth platforms require may have prompted the bank holding company to sell its RIA business, says one industry consultant.

High-net-worth clients have more assets exposed to various claims so advisors should make certain liability insurance is far-reaching and asset titling decisions recognize creditor protection concerns.

High-net-worth clients have more assets exposed to various claims so advisors should make certain liability insurance is far-reaching and asset titling decisions recognize creditor protection concerns.

Municipal mutual funds reported inflows for a third straight week, as the prospect of lower interest rates lured investors.

The Treasury Department and the IRS released a final package of regulations recently to implement FATCA and amend the regulations to align them with existing tax rules.

The IRS has significantly increased its enforcement actions against tax criminals and its rate of convicting them, according to a new report from the IRS's Criminal Investigation unit.

Female clients would rather work with female advisors. Is that because advisors aren't doing a good enough job serving all clients?

Esther Stearns is working with financial software maker Guide Financial in its quest to "carry the NestWise torch."

The fourth generation of the Villere family shows that relatives can indeed get along - and achieve top performance.