Portfolio

Four scenarios are possible. Here’s the most likely.

Contributions to donor-advised funds before year's end can help clients who need to claim bigger deductions to reduce their tax bills. Plus, tax-savings opportunities clients may want to grab before they're gone for good.

State Street said it incorrectly invoiced at least $200 million in asset servicing expenses to clients over a period of 18 years and will compensate customers.

BlackRock’s $114 billion alternatives business, which also includes private equity, infrastructure and funds of hedge funds, is among its most lucrative.

The new recruits moved over to the independent side of the wirehouse.

Many tax extenders are expected to pass in their agreed-upon form in a matter of days.

Only 9% of younger advisors on ownership track have equity stakes in their firms, reveals the Fidelity Benchmarking Study.

Three of the top five winners were in the technology sector. Among the biggest losers through November are companies with commodity products.

Three of the top five winners were in the technology sector. Among the biggest losers through November are companies with commodity products.

A 69-year-old retiree who is in good financial standing overall needs to buy more equities with large cash stake; Plus, clients who want to retire at 55 need to consider health insurance needs before they become eligible for Medicare.