Portfolio

The former TARP inspector general discusses the financial crisis and suggests advisors need to look beyond government policies for the greater truths.

Karen Wimbish, head of retail retirement at Wells Fargo discusses her 16 years in the securities business.

Many women say their current financial professionals don't measure up. Shouldn't you be offering your services instead?

After election jitters and the fiscal cliff melodrama, advisors find optimism - and a planning opportunity.

RegentAtlantic has built up a $2.4 billion firm by rounding up a baker's dozen of niche-focused wealth advisors.

Expense cuts and other factors have advisors recalculating which funds have the best payoff for clients.

Learn what the past six decades can tell advisors about future performance.

How one firm is preparing for a few of the megatrends heading our way.

With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.

Here's what to expect from the industry and your clients.