Portfolio

At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.

Some see a potential cure in a practice that’s commonplace from Italy to the U.K., but banned in the U.S.

The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.

Advisors may be able to shift taxable income and potentially save on employment taxes, as well.

Advisor Chuck Cooper says he hopes the new practice will be a home for breakaway wirehouse and IBD-affiliated advisors.

Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.

Asset managers are increasingly seeking new sources of returns as more than a quarter of investment grade bonds experience negative yields.

Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.

The RIA founded by former Barclays advisors caters to ultrawealthy clients.

The more involved in designing a comprehensive plan alongside an advisor, the better prepared couples will be, an expert says.