Portfolio

Overall, the nation's wealthy are expected to add to their growing fortunes in the years ahead.

What’s a planner to do when clients say their child, a new advisor, is asking them to invest?

Buying behavior may reflect underlying imbalances and mismatches between desired holdings and what’s available to purchase.

One key factor is the adviser’s tone during the exam – is it conciliatory or defiant? And remember, the examination and enforcement divisions know each other.

Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.

Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.

Federal Reserve officials forged ahead with an interest rate increase and additional plans to tighten monetary policy despite growing concerns over weak inflation.

As part of a new alternative investments group, the recruits’ focus is to help customers place money into hedge funds and private equity strategies.

RIAs using digital platforms will face scrutiny about disclosure and client communications.

Nontraditional offerings are becoming critical for differentiation, says a new Schwab study. Advisers will also need to provide more services for the same fee, says Bernie Clark, head of Schwab Adviser Services.