Portfolio

New websites offer a higher yield alternative for the fixed-income segment of a portfolio.

The goal isn't to avoid paying the IRS altogether -- it's to maximize after-tax returns. These five tactics can help advisors help their clients.

It's not just about creating alpha or finding yield, but also showing clients how to enjoy their savings.

Clients misunderstand a lot of factors regarding the impact of property ownership on their tax obligations. Here's how to make sure they stay one step ahead.

Which group of advisors is truly subject to stricter oversight? FINRA may not be telling the whole story.

Looking for a relatively inexpensive way to connect with the clients in your target niche? Tell your story.

You need some sort of economic glue, such as a revenue-sharing agreement, to hold a strategic alliance together. These 5 steps should get you started.

Have your clients started talking about adding oils to the portfolio? Here are a few guidelines to remember.

As lifespans lengthen and the housing market rebounds, some advisors are reconsidering real estate as a long-term investment for their older clients.

The mutual fund and ETF industries are creating new products that could offer the benefits of hedge funds without the high fees and minimums.