Portfolio

Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps.

Perfect timing helped Baron Real Estate's Jeff Kolitch launch the fund with a bang. The next steps are trickier.

As the housing market rebounds, advisors face new challenges - and many new opportunities

For ETF investors, a focus on the broad, diversified asset classes has been paying off.

Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference.

On Wall Street and New York Life/Mainstay Investments pinpoint the top leaders in wealth management.

Trust Company of America is expanding its Advisor Pathways program by partnering with RIA in a Box.

WisdomTree Investments, an ETF sponsor and asset manager, reported net income of $7.9 million for the first quarter of 2013, up seven times from the year ago quarter and 50% from the fourth quarter of 2012.

The current investing enviornment is the “Rodney Dangerfield” of bull markets, because even after five years of bullish returns it is still not getting the respect it deserves, according to Liz Ann Sonders, Charles Schwab’s chief investment strategist.

Here are a handful of tips and general trends for advisors to keep in mind this week.