Portfolio

Advisors significantly underestimate how many of their wealthy clients contribute regularly to charities and how much they give. This gap represents a missed opportunity for their clients whose charitable contributions would go much further if they were better integrated into their overall financial planning.

BNY Mellon has named financial services veteran Jeffrey Mortimer director of investment strategy for it wealth management group. He succeeds Chris Sheldon, who moved to Dreyfus in August 2011 to become the firm's chief investment officer.

Flying in the face of accepted Wall Street gospel, Mark Mulholland, founder and portfolio manager of the Matthew 25 Fund, takes a leap of faith and turns in one of the best recent performances among mutual funds.

The Salt Lake City-based bank is ramping up its wealth management business with the support of third-party marketing firm PrimeVest Financial Services.

How creative thinking can help advisors with their own retirement strategies.

Mid-octogenarians could be getting a birthday gift from the IRS

Advisors need to address asset location strategies for their clients.

What is the best way to invest in the precious metal?

When it comes to sector exchange-traded funds, know what you're buying.

In the span of 12 months, the Active Bear Exchange-Traded Fund (HDGE) has become a wirehouse darling. The fund has multiplied its assets eight-fold from $40 million in assets in January 2011 to $319 million at press time.