Portfolio

Wealthy individuals are having a harder time differentiating between advisory firms, according to a new study that expects American households will accumulate nearly $11 trillion in assets over the next five years.

While the IRS allows only one IRA rollover per year, clients are allowed to convert a portion of their IRA to a Roth account as many times as they want; Plus, when your clients should take their IRA required minimum distributions.

Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models.

Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models.

With the Federal Reserve poised to unleash its first interest rate increase in almost a decade there's a debate among investors about whether the past is any guide to how markets will react to a monetary tightening.

The partners who own a firm need to create a compensation structure that accounts for their own changing roles over time.

Unbundling fees might clarify the deductibility of your work, but may be tricky for some firms.

The robo wave is forcing flesh and blood advisors to improve their digital presence and that has fintech companies like Oranj rushing to fill the void.

Third-party marketing firms are aiming to grow their businesses by building out investment programs with banks and credit unions they currently have as clients as well as finding new financial institutions to serve. Here are the firms with the most clients.

Big producers are increasingly breaking recruitment records. Here's the latest, so far.