Portfolio

How some firms bypass traditional methods and offer points and rewards programs.

Key people should be focused on rainmaking, not endless other tasks.

This may be the largest financial transaction an adviser will handle.

This may be the largest financial transaction an adviser will handle.

While a federal court allowed the organization to file a brief saying it upheld fiduciary values, it should not be providing expert opinions, writes the founder of a fiduciary consulting firm.

Seven of largest asset managers reported a record $50 billion in combined outflows during the third quarter of 2016.

Assets at firm's Total Return Fund have slipped 70% from its peak in April 2013 to $82.6 billion.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

Fifteen of the 20 biggest open-end funds report net outflows over the last five years.

Try this low-key approach with clients for maximum success.