Portfolio

More brokerage firms and RIAs move to shore up their wealth management platforms while trust companies languish. Bryn Mawr Trust has followed suit and reaped the rewards.

With a laid-back style and team spirit, Gonzalo Echevarria, a financial advisor with AMTrust Bank, finds a home and builds a community in the Sunshine State.

Sam and Josh Stewart, father and son co-managers of the Wasatch World Innovators Fund, have figured out a solution to their investment differences.

This month, the issue that reared its head more than once was a question of whether advisors truly know enough to do their jobs effectively.

Low interest rates, product complexity and (some say) incompetent advisors have converged to drive down annuity sales. Here's what you need to know.

A run-down of the stories in this issue, beginning with the cover story, which details how to offer wealth management with a personal touch.

As the baby boomer generation closes in on retirement, many are preparing to give a substantial portion of their wealth on charitable causes.

Political wrangling over the so-called "fiscal cliff," the potential expiration of the Bush-era tax cuts coupled with sharp reductions in federal spending, has stimulated many a conversation about the resulting financial planning implications.

European sovereign debt concerns and the U.S. debt-ceiling debacle spurred market volatility, pushing investors toward index-based equity funds.

With a few months to go in the presidential campaign, pundits are poring over every scrap of new economic data-notably, unemployment-for a clue as to whether President Barack Obama will be reelected. But the best predictor, many say, is the stock market.