Portfolio

How one firm is preparing for a few of the megatrends heading our way.

With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.

Here's what to expect from the industry and your clients.

A huge expansion of wealth, new technological leaps, greater life expectancy. Planning could be really difficult.

Stock funds soar as grim forecasts prove overly pessimistic.

In contemplating the future, here's what I predict for the profession and the investment markets.

More advisors are shifting toward a broader approach and away from investment management.

Is purchasing a place for a child to live in a smart financial choice? Here's how to help your clients avoid owning Animal House.

Scout Investments has found new leadership for its institutional distribution team.

First Trust Advisors has launched another actively managed ETF.