Portfolio

Disruption of financial services is not a one-time event. Innovation is shaping everything from consumer behavior and advisers' needs to regulatory requirements.

The advisers say they want provide better services to female clients.

Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn overcame some common pitfalls.

The former JP Morgan Private Bank adviser focuses on wealthy Latin American clients.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

A tweak in accounting guidelines the firm helped to modify is expected to make the funds cheaper and easier to own.

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Commissions-based compensation models are losing ground to fee-based ones. But for broker-dealers, the switch isn’t something to be entered into lightly, Michael Kitces writes.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.