Portfolio

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

Investors chasing upside this year have contributed to a historically significant level of bullish positions, data show.

They were previously part of a team that oversaw $2 billion in assets.

Smart beta growth, fee wars and more attention to risk-management are key trends to watch, say six experts surveyed by Money Management Executive.

On Wall Street unveils its annual ranking of successful young planners.

On Wall Street continues its unveiling of its annual ranking of successful young planners.

Adding five years to their working years will enable clients to replace their pre-retirement income by up to 90% instead of 60% in some cases.

Some of the biggest changes come when industries collide.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

The combined businesses will boast approximately $3.9 billion in revenue.