Portfolio

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.

To prepare for questions — and their own filings — planners should note these tips.

A bear market in marijuana isn’t the only challenge for new funds tracking the cannabis industry.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Be careful when giving gifts over $100 in value.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

LIMRA now predicts VA purchases to increase for the first time in six years while fixed contracts reach unprecedented levels.

“They always want to have lines in place for if markets do turn down and they get capital calls on private investments,” says Jim Steiner.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.