Portfolio

The world’s biggest investment managers have won a reprieve from plans to label them as systemically important, staving off tougher regulation, as global authorities reassess the move.

The wealth of rich clients is growing — and so are their expectations. New data highlights the most important trends among HNW clients today.

A yearly withdrawal of 4% of savings, adjusted by inflation every year, may sometimes outperform annuities; Plus, five critical mistakes people make with Social Security.

Although the 4% initial withdrawal rule has historically done well for retirees, it may not always produce the same results; Plus, tips for retirement savings and why bonds should be a part of your client's portfolio.

Pershing CIO Ram Nagappan offers a framework to help advisors think about how to transform their businesses to digital.

Wealth management is still a work in progress and must be sculpted to meet the demands of wealthy individuals, says Sebastian Dovey of Scorpio Partnership.

From starting an RIA to joining an independent broker-dealer, there are myriad options for advisors seeking to go independent.

Betterment CEO Jon Stein says his firm is adding 1,000 accounts a week to the tune of about 94,000 with a total of $2.3 billion AUM. Over 30% of assets come from clients age 50 and up, he adds.

RIAs Barry Ritholtz, CIO of Ritholz Wealth Management and David Lyon, CEO of Main Street Financial and Oranj say they've incorporated digital tools into their business models -- partly at the behest of their clients.

With roughly half of American marriages ending in divorce, advisors are likely to find themselves helping clients navigate the process. Financial advisor and divorce expert Michelle Fox warns advisors not to make clients promises they may not be able to keep.