Portfolio

What advisors need to know about revenue sharing, wrap fees and outside investors in the wake of Reg BI.

Risky assets outside the U.S. are seeing fresh flows as a potential trade deal with China buoys expectations for global growth.

The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”

Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.

The discount brokerage sees the move as a way to attract younger, less affluent investors.

The wirehouse is also simplifying its small household policy and boosting its emphasis on financial plans.

As this firm founder took stock, he realized his needs had changed over time.

Self-directed brokerage accounts at the firm hold about 20% of their portfolios in cash.

Technology can speed up the planning process, but advisors still need to smartly allocate human resources.

The firm also opened a new branch office to house its recruits.