Portfolio

After election jitters and the fiscal cliff melodrama, advisors find optimism - and a planning opportunity.

RegentAtlantic has built up a $2.4 billion firm by rounding up a baker's dozen of niche-focused wealth advisors.

Expense cuts and other factors have advisors recalculating which funds have the best payoff for clients.

Learn what the past six decades can tell advisors about future performance.

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.