Portfolio

Wheaton Wealth Partners reaches out to clients by "mind mapping" their emotional priorities first, then developing a plan and a portfolio.

Advisors can use a focus on payout increases to create handsome total returns for their clients.

The markets have good years and bad years, but the impact on a client's investments depends on the timing.

Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners

With $73 billion in new flows, ETFs offer some clear views of the major market trends.

Most advisors offer their services to the wealthy. The people honored here provide planning help to clients who can least afford it - and need it most.

The housing market may be picking up, but many clients have decided to avoid homeownership entirely.

Mike Boosel of Baird turned a part-time teaching gig, helping seniors learn about retirement planning, into a lucrative source of clients.

Federal prosecutors brought criminal charges against SAC Capital on Thursday. Dubbing SAC “a veritable magnet of market cheaters,” authorities argued that the company allowed a “systematic” insider trading scheme to play out between 1999 to 2010. It is deemed that the scheme generated profits for the firm in the hundreds of millions of dollars.

LPL Financial Holdings reported the strongest quarter in the company’s nearly three years as a public company, with net revenues topping $1 billion for the first time. LPL’s board of directors also announced the company’s quarterly dividend would be raised 40% to 19 cents per share.