Portfolio

A select group of financial advisors have already reached more than $50 million in assets under management despite having less than five years of experience. What traits and behaviors help set this group apart?

It's clear that the underserved female market represents a remarkable opportunity. But how can advisors reach out to this market and speak more effectively to female clients and prospects?

Increased taxes on long-term capital gains has renewed interest in trusts that can sell donated assets, avoid tax, and pay a stream of income to the donors.

HighTower has picked off $320 million New York-based Merrill Lynch team LCK Wealth Management for the partnership’s third addition in as many weeks.

These days, many people declare themselves experts in social media and will try to sell you seminars, training, and coaching services. Should you use them?

How do you expand your practice to more than $4 billion in AUM? For one firm, it's by helping clients align their investments with their value systems

Family business owners are more focused on sustaining their business’s longevity than on sustaining wealth across future generations, according to a new survey.

Treasuries fluctuated before the government sells $32 billion of two-year notes as part of $96 billion of coupon-bearing securities auctions this week.

Some planners have implemented online capabilities to serve an increasingly tech-hungry public. But how much tech is enough – and does too much get in the way of good planning?

What could cause the dollar to fall and inflation to rise? Planners should keep their eyes on three potential triggers.