Portfolio

Bob McCann, CEO of UBS Group Americas, says while independent channels are making in-roads and can't be ignored, the threat doesn't keep him awake at night.

Merrill Lynch's John Thiel predicts that in the not-too-distant future, RIAs will grow up to look just like their wirehouse competitors.

After a September drop, a flurry of year-end activity helps buoy confidence.

Advisor Laura Tarbox doesn't target women, although she finds them anyway. What she does require: A $5 million minimum.

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

Here's how one firm used this technique to build a $325 million practice in five years.

Wealthy families' tangled needs can create a mess of inconsistencies and other problems.

Kathleen Gaffney got her own fund, Eaton Vance Bond, at a most challenging time - just as interest rates started to rise.

Frustrated by clients who love to armchair quarterback? We've got the results of chasing a 'perfect' portfolio.

As advisors and investors look for more income, a slew of new high-yield products have come on the market.