Portfolio

When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.

Point72 Asset Management said it took a 5.1% passive stake in RCS in a Nov. 14 regulatory filing.

Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.

The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry.

The 3-year old branding campaign has raised awareness among the CFP Board's target market of mass affluent investors by 6%, to the point where nearly one-third of that audience recognizes the CFP brand.

The timing is right to put MLPs to work for your client, as long as you fully grasp the nuances of these sometimes confusing and volatile investment vehicles.

The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry.

Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.

Fund sponsors must approach robo advisors like that of a home office at a traditional broker/dealer intermediary, ensuring the marketing and sales approach is tuned to how the product will enhance robo advisor model portfolios.

A hearing last week dealt with one case that could have far-reaching implications -- challenging Maryland's authority to tax all income of a resident whose business pays taxes to other states -- while another case coming up on the Affordable Care Act promises to have even bigger ramifications.