Portfolio

Clients tend to focus on the best investments they didn't invest in last year. Here's how to break them of the habit.

Are these tax-efficient vehicles the best way for your clients to donate to charitable causes?

The former financial bigwig talks candidly about her time in the industry, very public job losses, new networking venture and why white guys are failing to make wealth management truly diverse.

Attracted by high returns and low costs, investors continue to pour dollars into Vanguard and other equity index funds.

A new batch of nontraded REITs look eerily like disastrous limited partnerships of the late 1980s and early 1990s.

Vista Wealth Management specializes in working with executives from Silicon Valley, many of whom are young and newly wealthy.

Growing firms may need to rethink processes, tools, relationships and staffing strategies.

Many RIA firms are tempted to use new trust companies to avoid losing clients to big banks. Some experts warn against it.

Advisors now have extraordinary tax-advantaged estate plan possibilities for wealthy clients.

A top performer in the large growth category, Thornburg International Growth Fund is hard to pigeonhole.