Portfolio

The Continent may offer clients the best hope of finding the next bond rally.

The wirehouses are increasingly relying on lending to strengthen client relationships, create stickiness for the firm and boost revenue.

After a 6-year bull run, many client portfolios have grown nicely. But cashing out -- or even rebalancing -- may have a downside. See how these advisors are working to minimize the pain.

A 60/40 mix won't offer full diversification. Seeing the historical performance of various asset allocation models can help advisors make better choices for clients.

A promising app from Finance Logix could help engage clients in the planning process. But there's one key aspect that may prove controversial.

A new set of players have shaken up the independent broker-dealer landscape, showing that there's more than one way to throw your weight around. See this year's top players.

While the biggest independent B-Ds have been fairly quiet, the deal-making has shifted to other players. See who's in focus now.

"Advisors that know their clients can smell when something's up," says regulatory and compliance consultant Daniel Bernstein.

The more money elderly high-net-worth clients have, the more they may worry that beneficiaries won't use it wisely.

Two federal agencies have charged William Quigley, Trident Partners' ex-compliance chief, with using his position to defraud overseas investors.