Portfolio

Expertly guiding a client through the divorce process can forge long-term bonds that foster practice growth.

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.

Unlike the U.S., where the federal government can offer tax breaks, EU taxation rests with member states, leaving the bloc to work largely through loans and grants.

The proposal seeks to mirror similar funds used by Norway, Kuwait and Abu Dhabi to support national interests in technology, energy and other industries.

This fringe benefit can take the weight off of the company's human resources department, allow employees to experience the benefits of financial planning and even allow advisors to prospect for new clients.

Massachusetts regulators accused the wirehouse of not conducting proper oversight of stock sales made a First Republic executive shortly before the bank collapsed last year.

The groups managing hundreds of millions are coming over from Merrill, Northwestern Mutual and Wells Fargo.

Professional athletes, who may have struggled financially for years, often suddenly come into large sums of money once they achieve their dreams. That's where a financial advisor can help — especially one who is a former athlete.

The private equity-backed firm's acquisition of Levy Wealth, with its more than $1 billion under management, falls in line with the trends driving industry consolidation.

His first exchange-traded fund — the Research Affiliates Deletions ETF — will look to buy companies that were recently deleted from major indexes.