Portfolio

Want to work with more female clients? Don't make the mistake of assuming that they're all the same.

The Next Stage in the Evolution of Liquid Alternatives

A unit set up by the IRS to improve international tax compliance by individuals is paying off, according to a new government report, enabling IRS auditors to assess an additional $36 million in taxes for fiscal years 2011 to 2013.

Advisors face two key questions: How much exposure to have, and whether to shorten durations to gird for a rate increase.

BofA Survey Finds Confidence in Global Economy Restored

The toughest conversations that advisors need to have with their clients have nothing to do with investment strategies.

From now to December 7, seniors can decide whether to look for flexibility in original Medicare or cost savings in a private Medicare Advantage plan.

It looks like the CFP Board of Standards isn’t getting into the business of becoming a continuing education program provider -- at least for now.

Taking notes during client meetings is important, but what are you missing while you’re busy trying to jot down what you are hearing and (not) seeing?

Activities unfolding within 3 separate industry rulemakers -- the SEC, FINRA and the Labor Department -- suggest changes ahead for both brokers and advisors.