Portfolio

An index of asset managers and custody banks has lost almost a quarter of its value this year.

Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century.

With two months left in 2018, clients can still take advantage of these tax hacks.

Traditional planning strategies will become obsolete.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

There’s a fix, but many firm owners are reluctant to make the investment.

There were 53 new billionaires in the U.S. this year, and 14 of them were women.

Thanks to strong organic growth, small RIAs are growing slightly faster than their larger counterparts.

The speed at which clients can onboard has helped digital firms fuel an explosion of new discretionary accounts — often with less staff.

Disappointing revenue and profit forecasts from Amazon and Google-parent Alphabet helped push the Nasdaq further into a correction.