Portfolio

How a client can save on taxes by employing their children. Plus, helping clients take advantage of education tax benefits, and maintaining tax-efficient retirement portfolios.

When looking for concierge healthcare and health insurance advice, financial advisors often find that support from specialized health consultants.

Advisors say they have been proactively reaching out to clients, rebalancing portfolios and boosting cash positions in anticipation of an eventual rate hike.

Goldman Sachs may find breaking into the ultra-competitive U.S. ETF industry a long, tough slog.

Why advisor Kimberly Foss hopes the Fed does raise interest rates.

Five executives were recently named to lead wealth management and related investment services groups at Associated Bank, Bank of the West, Regions Bank and Wells Fargo. Find out who they are and what their new roles entail.

Why some analysts say the proposed fiduciary standard could mean fewer and more costly investment choices for clients; Plus, five money milestones for clients to hit in their 40s.

Advisors should urge clients to think long term before and after the Fed announcement on rates, says Allan Roth.

Panel envisions a recognizable credential that would help investors distinguish between financial professionals committed to clients' best interest and those pushing products.

The most anticipated ETF launch of the year will provide U.S. investors access to a basket of locally listed Saudi stocks.