Portfolio

When a client's insurance needs change, the opportunity to sell their life policies to outside buyers should not be overlooked.

When it comes to retirement planning, financial advisors are always looking for an edge. Could these strategies get them there?

When clients die, their children are often left with the uncomfortable job of dealing with what they may see as just junk. That is, unless financial advisors make it a priority to address this topic sooner rather than later.

The initiative from the president's tax law has drawn support from corporate and financial leaders.

Year-end client meetings, Dec. 31 deadlines, oh my. It can be a lot, but it doesn't have to be overwhelming.

JPMorgan again shows it makes a sharp distinction between advisors who build their own books of business and those who amass clientele from bank referrals.

Private allocations can give retirees on a glide path a modest lift in returns, new Morningstar research shows — though the impact isn't uniform across savers.

Preparation is everything: If clients are aware of the transition well in advance, experts say the risk is pretty low they'll leave the firm.

Funds that primarily hold select cryptocurrencies, including bitcoin, ether, XRP and solana will be allowed.

Artificial intelligence isn't an algorithmic takeover but an essential wealth management tool.