Portfolio

The push to regulate non-traded REITs lurks behind new concerns about liquidity.

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

Most seniors wish they'd prepared better for their golden years. Here's how they can retire without looking back.

Silicon Valley Bank named Erin Platts head of its private banking and wealth management arm, which caters to the financial needs of technology and venture capital executives.

More tax savings means happier clients and potentially wealthier financial advisors.

The idea of "value" cards isn't a reinvention of the wheel. But the zen-like philosophy behind the fintech's offering makes it something different.

In two FINRA enforcement cases and an arbitration award, wealth management firms are resolving allegations that they breached their duties.

When preparing to invest, most clients turn to their advisor, not the Catholic Church. But the veteran financial planner says there's no reason you can't do both.

CFP Board teams up with Foundation for Financial Planning to further their goal of increasing the number of planners who offer advice for free.

UBS Group Chairman Colm Kelleher said the bank will focus on the very richest US clients, backtracking from a plan to serve a broader segment of affluent customers after it abandoned a deal to buy the robo advisor Wealthfront.