Portfolio

Morgan Stanley gave James Gorman the biggest raise yet among Wall Street chief executive officers for last year, boosting his pay 25% to $22.5 million.

Contrary to so much that has been written and said about the rise of the machines and the demise of human financial advice, the need and demand for personal, face-to-face, human advice will remain. Here's why.

If you want to turn site visitors into clients, here are four things to keep in mind.

A client who earns a higher income than her spouse is advised to file for benefits before reaching full retirement age so her husband can begin getting a spousal benefit.

Our latest tracking data shows that advisors are allocating more to global equities due to changes in the European Central Banks's monetary policy and more favorable valuations compared to equities at home.

While market trends indicate an attractive environment for new entrants in the ETF space, fund managers need to make sure they are prepared from an operational standpoint.

The SEC furthered its investigation into whether senior asset-management executives at JPMorgan Chase developed a policy of improperly steering clients into investments for the firm’s own financial gain.

Advisors face a shifting landscape on both competitive and economic fronts. Many argue that it's time to scrap the AUM fee altogether.

Professionals like doctors and lawyers often face extra-high debt loads, special needs and an array of tough choices. Here are a few repayment strategies that your clients should consider.

As economic landscapes shift, RIAs are going to need to rethink the ways they charge clients and deliver service.