Portfolio

Canada Pension Plan Investment Board named Benita Warmbold chief financial officer as part of a management shuffle at the country’s largest retirement-fund manager.

Recent studies have found that as people age, many lose their ability to make sound financial decisions. So what can be done to safeguard elderly clients’ hard earned assets?

The IRS is starting this year's Earned Income Tax Credit due diligence compliance audits of return preparers.

The booming stock market rally of recent years makes now a prudent time for advisors to revisit what we learned about modern portfolio theory and apply those lessons -- before we find ourselves in the middle of another down cycle when mistakes snowball.

The key to winning millennial clients is to provide more for less—constantly. Here are a few ideas.

Tax reform legislation is unlikely to move forward this year, but municipal bond market participants shouldn’t think that the threat to the tax exemption for munis is gone, observers in the market said.

These advisors ranked 51 through 100 in our final analysis.Today we are showing Nos. 51 through 75. Yesterday, we had Nos. 76 through 100..

A select group of financial advisors have already reached more than $50 million in assets under management despite having less than five years of experience. What traits and behaviors help set this group apart?

It's clear that the underserved female market represents a remarkable opportunity. But how can advisors reach out to this market and speak more effectively to female clients and prospects?

Increased taxes on long-term capital gains has renewed interest in trusts that can sell donated assets, avoid tax, and pay a stream of income to the donors.