Portfolio

Commentary: How to Speak With Customers

The Opsahl Group, led by senior advisor Joseph Opsahl and advisor Chris Hatfield, is leaving Merrill Lynch’s Private Client Group to work with True, a key Dynasty Financial Partners firm in the Pacific Northwest.

Here’s the argument for talking your clients into taking less risk today to get higher returns in the future.

The smallest stocks are rallying almost twice as fast as bigger companies in the U.S., a bullish economic signal from businesses whose profits are most dependent on domestic demand.

U.S. government bonds are acting more like equities than any time since before the credit crisis, makingTreasuries a hidden risk to investors becalmed by the prospect of the Federal Reserve prolonging stimulus into 2014.

SEC Goes Fishing for Fraud in Puerto Rico

Fund Managers Profits at Risk Amid Review on Research Costs

Expert View: Focus On Key Partners and the Rest Will Follow

Are Alts Making the Grade

Women are earning more, inheriting more and controlling more wealth than ever before. This is a huge market awaiting every financial advisor, if he or she understands some key points about working with female clients.