Portfolio

Wells Fargo’s advisor headcount continues to fall in the second quarter.

These portfolios look poised to shrug off their recent underperformance.

Rates rising and falling? This strategy works either way.

Craig Schmell says the firm terminated him because of alcohol and drug addiction issues he had 30 years ago.

The declines, he says, were the result of a widening gap between U.S. and German bond yields triggered by the crisis in the eurozone.

Morgan Stanley’s CEO believes the Fed will hike interest rates three more times this year.

Advisors say they are becoming more dissatisfied with the way wirehouses are managed.

As with equity portfolios, a key part of risk reduction is prudent and thoughtful diversification.

Alexandra Court had been promoted to global head of institutional distribution in 2016, a move accompanied by about two dozen job cuts in that division.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.