Portfolio

Grandparents are advised to give cash gifts without putting their future financial security at risk.

President Andy Sieg sees room to add to the firm’s ranks in novel ways.

The industry's success hinges on listening to female clients, says Shelley O’Connor, co-head of wealth management at Morgan Stanley.

CEO Sergio Ermotti's base pay is 67% higher than the average at European banks.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

More than 100 equity and fixed-income funds will be integrated directly into the firm’s advisor platform.

The technology provider’s parent is undergoing an overhaul intended to align its subsidiaries, says CEO Eric Clarke.

The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.

The technology provider to financial advisers is partnering with Advisor Credit Exchange to help them connect their clients with banks and nonbanks for consumer and business loans.

Last year's performance suggests the upstarts may have an Achilles' heel.