Portfolio

Advisors may be able to shift taxable income and potentially save on employment taxes, as well.

Advisor Chuck Cooper says he hopes the new practice will be a home for breakaway wirehouse and IBD-affiliated advisors.

Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.

Asset managers are increasingly seeking new sources of returns as more than a quarter of investment grade bonds experience negative yields.

Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.

The RIA founded by former Barclays advisors caters to ultrawealthy clients.

The more involved in designing a comprehensive plan alongside an advisor, the better prepared couples will be, an expert says.

The aggregator’s $300 billion-plus institutional retirement business is an advantage in a competitive market.

Asset managers have been on edge as U.S. equity ETFs reported withdrawals of nearly $18 billion in the three weeks ending Friday.

UBS Global Wealth Management, which oversees more than $2.48 trillion in invested assets, has gone underweight on equities for the first time since the euro-zone crisis.