Portfolio

Declines in equity allocations, risk tolerance and advisor fees are cited.

At Briaud Financial Advisors, the founder said she wanted a succession plan - until her daughter actually made her an offer.

With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't.

Is your firm prepared for the transfer of assets from your clients to their heirs?

Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants.

Managed futures have lost some of their luster, but AQR makes a compelling case for the category.

Issuers have been busy changing fees, adjusting payout levels and consolidating age bands.

Our 7 honorees have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Meet this year's winners.

The move could offer a simple way to cut risk and boost returns, but many advisors don't see it that way. Here's why they should.

In low-yield times, lines of credit offer tempting interest rates, tax benefits and a backup plan for emergencies.