Portfolio

Rather than leaving an account to heirs, it may be smarter to designate a charitable remainder trust as the beneficiary.

Consolidation is reshaping our rankings of RIA Leaders - which firms will top next year's list?

This year's list includes fast-growing hotshots who are challenging the status quo, established stalwarts and granddaddy firms that have been around for more than a century.

Some of your underlying assumptions may be totally wrong. Here are a few fresh ideas to consider.

Your expansion strategy may determine your firm's ultimate success. Be sure to get this one right.

Better communication skills can help you build new relationships despite a cultural shift toward greater skepticism.

After a recent Tax Court ruling involving prohibited transactions inside an IRA, two investors face steep penalties.

Use these 7 tips to help existing clients' offspring - and start building a relationship with younger prospects.

Alternative investment funds underperform equity and bond funds and don't always provide the low correlation investors seek. Why bother with them at all?

Clarity on why you do what you do will help you connect to your clients and prospects -- and maybe even yourself.