Portfolio

Increased tax rates have made it more costly to sell appreciated assets, so it may be better to make charitable or family gifts. Specified selling strategies can also help keep HNW clients from max-tax territory.

Increased tax rates have made it more costly to sell appreciated assets, so it may be better to make charitable or family gifts. Specified selling strategies can also help keep HNW clients from max-tax territory.

When it comes to fixed-income, advisors often leave the driving to bond managers. But with potholes up ahead, this passive approach won't cut it. Here's how to survive the bumpy road.

After Pershing executive Mark Tibergien discussed the challenge of attracting younger graduates to the profession, Twitter user @jdillon910 replied:

Managed futures offer a less risky way to give clients commodities exposure.

Independent broker-dealer network Advisor Group has a new CEO with big goals. First on the list: Find acquisitions.

The index fund giant is now almost as large as the next two largest competitors combined. Advisors are starting to wonder whether its dominance could become a problem.

Over a lunch of PB&J sandwiches, Vanguard founder John Bogle discusses the shift to passive investing, the rise in ETFs and the proliferation of indexes.

More emphasis on incentive pay, bonus pools and flexibility as firms scramble to lure and keep talent.

At the highest- performing firms, incentive pay and equity are becoming key components of advisor compensation.