Portfolio

Most forecasters at this time last year were anticipating a faster pace of Federal Reserve tightening to send yields higher. Instead, yields stayed low as inflation held in check.

Credit Suisse lost two advisors who oversaw more than $1.4 billion for J.P. Morgan Securities. Meanwhile, a Morgan Stanley team that managed $450 million in client assets went independent with HighTower. See these and other moves in our latest recruiting roundup.

Smart steps planners can take to build their business without hurting the bottom line.

A columnist is surprised by what he learns about his own practice when he hires a planner for his family’s finances.

Retirees who plan to go on a foreign trip in the early part of next year are advised to attend to their tax obligations before leaving; Plus, why more people in the U.S. and other industrialized nations are likely to retire poor.

Certain tax strategies can pay off in January. Advisors may want to have their clients jump on these as soon as 2016 starts.

To help smooth a transition to a paperless office, firm leaders should be ready to counteract common misperceptions and offer proactive strategies. Here’s how.

This type of software had the biggest influence on ROI, according to our tech survey.

It's hard to beat the crowd when you're a member of the herd.

A former wirehouse advisor has been building a new firm from the ground up.