Portfolio

The broker says the decision to switch firms was "an easy one."

Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.

The broker who specializes in international clients joined Bolton Global Capital.

Bullion prices have languished as demand for a haven fades and rising borrowing costs make the metal less competitive against assets that pay interest.

Getting them right can be the key to a pain-free succession.

"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Studies show smart beta beating their benchmarks more than active managers.

Investors are more likely to invest less aggressively over the years even if the decision does not make sense, according to a new study.

When markets are high, everyone feels like genius, but they still have to pay expenses. Help clients keep them low.

Led by a 33-year industry veteran, the group joins the regional firm from UBS.