Portfolio

The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.

The No. 1 IBD has stopped offering the higher-yield funds in its automated bank deposit programs, but it notes they’re easily accessible in investment accounts.

Think social media and T-shirts: RIAs should swap “fee only” for “commission free” to draw a stark contrast between themselves and brokers, experts say.

Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.

Opening the door to retail money comes with risks, including the danger of exposing financial neophytes with relatively limited savings to complex investments.

Sanctuary Wealth firms now have over $10 billion in client assets.

Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.

There are dangerous misconceptions that can lead to financial hardships in retirement.

A team of Bank of America specialists help the superrich diversify with farms, ranches and other alternative investments.

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.