Portfolio

Beverly Hills Wealth Management has launched an internal asset management division with the addition of the emerging McComsey Asset Management, with $30 million in assets under management, to help attract a greater number of breakaway brokers.

Bloomberg -- Wealth among Asia-Pacific millionaires may top North America’s as soon as next year as Japanese economic growth boosts investor returns in the country, a report by Cap Gemini SA and Royal Bank of Canada showed.

Significantly altered results now appear when users search for fee-only advisors.

How do Americans stack up with the rest of the world in terms of their retirement readiness? Not that well, according to a new report from HSBC.

For the last several years the investment management industry has seen a seismic shift towards outsourcing middle and back-office activities. This shift and the development of a successful outsourcing model has come with some degree of skepticism.

While the coming fiscal debate looms in the background -- along with probable accompanying market volatility -- there are a number of other possible legislative and regulatory items that also affect the insurance and advisory industry.

The IRS has released guidance on issuing tax refunds to same-sex married couples in the wake of the Supreme Court’s decision striking down the Defense of Marriage Act.

Despite a tarnished reputation, annuities make sense for some clients. Even so, advisors highlight some of the biggest challenges they face in using annuities for clients.

Sometimes changing broker-dealers doesn't work out the way you expect. Just ask Wayne Maier, a financial advisor in Bay City, Mich.

An ex-Merrill Lynch advisor and his client face federal charges after allegedly setting up a network of offshore accounts to conceal an insider trading scheme.