Portfolio

Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.

Consolidation, an aging broker workforce, pivots by advisors away from Wall Street wirehouses and a move to fee-based services are driving the slow but steady trend.

When a spouse needs long-term institutionalization, it may preserve assets for the healthy partner and for heirs — but there are downsides.

A new report from the House Financial Services Committee offers the first ever glimpse into the demographics of the largest fund companies.

Advisors and researchers have spent years analyzing the connection between how clients’ wellness affects portfolio decisions. Here’s how far they’ve come, and why learning more is crucial.

Advisors must grasp the nuances of cryptocurrency products to explain them to clients in layperson’s terms.

The ruling may offer hope for Gwen Campbell, who alleges that JPM’s private bank is “poaching” and “siphoning” her celebrity clients’ assets away from her management and paycheck.

Schwab Advisor Services says many advisory firms have yet to deploy some documented best practices to boost their business.

Bank of America is turning to private jets and exotic cars to compete with American Express and JPMorgan Chase and lure big spenders to its credit cards.

Three firms outperformed the rest in a new J.D. Power study, but the fund companies have some very basic problems.