Portfolio

After holdings of U.S. debt surged to a record $1.89 trillion in 2012, lenders from Citigroup to Bank of America and Wells Fargo are culling for the first time in six years and amassing dollars.

A growing number of firms are bringing on COOs & CFOs -- and looking outside the industry for help.

Networking, marketing and educating female clients were popular topics at the Women Advisors Forum in Newport Beach, Calif., on Nov. 14. Here are some of the things we heard from top female advisors and other professionals during the one-day event

Advisors don't often discuss philanthropy with clients. Here's why that's a money-losing mistake.

Assets have nearly doubled for direct-investing platforms, but wirehouses still reign.

Planners may soon have one more investment option to counsel clients about.

Clients tend to focus on the best investments they didn't invest in last year. Here's how to break them of the habit.

Are these tax-efficient vehicles the best way for your clients to donate to charitable causes?

The former financial bigwig talks candidly about her time in the industry, very public job losses, new networking venture and why white guys are failing to make wealth management truly diverse.

Attracted by high returns and low costs, investors continue to pour dollars into Vanguard and other equity index funds.