Portfolio

Your expansion strategy may determine your firm's ultimate success. Be sure to get this one right.

Better communication skills can help you build new relationships despite a cultural shift toward greater skepticism.

After a recent Tax Court ruling involving prohibited transactions inside an IRA, two investors face steep penalties.

Use these 7 tips to help existing clients' offspring - and start building a relationship with younger prospects.

Alternative investment funds underperform equity and bond funds and don't always provide the low correlation investors seek. Why bother with them at all?

Clarity on why you do what you do will help you connect to your clients and prospects -- and maybe even yourself.

My wife and I have just one grandchild from one of our two sons (with no current plans for a second). The other son and wife are trying but no luck yet.

Scandals surrounding the setting of some of the world’s most important financial benchmarks, which influence the prices people pay for everything from oil to mortgages, have shaken confidence in vital markets.

U.S. stocks were little changed, after the Standard & Poor’s 500 Index reached an all-time high last week and headed toward its biggest annual gain since 1997.

U.S. stocks were little changed, after the Standard & Poor’s 500 Index reached an all-time high last week and headed toward its biggest annual gain since 1997.