Portfolio

He and planner Taylor Schulte led a group of speakers presenting a trove of "deliverables" and actionable takeaways from the Kitces Marketing Summit.

Valuation experts say RIA purchasers are most attuned to organic sources of growth — assets from new and existing clients. But market gains also play a role.

The One Big Beautiful Bill Act left depreciation recapture rules unchanged for income-producing properties, complicating the tax situation for real estate investors.

The U.S. Department of Labor collected public comments on its proposal to give fiduciaries discretion to include alternative investments in 401(k) plans.

Academic researchers commissioned by fund companies closely examined the S&P Indices Versus Active (SPIVA) scorecard, with some striking results.

With anticipation mounting on pending IPOs from giants like Anthropic, SpaceX and OpenAI, here's what advisors are saying to eager clients who want in.

Schwab, Vanguard and Fidelity barred the DAFs they sponsor from making grants to the indicted nonprofit. The episode highlights why advisors should help clients choose fund sponsors carefully.

The report by ISS Market Intelligence displays both a large uptick in moves by financial advisors and other reps last year and trends over the past decade or more.

The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."

Amid geopolitical uncertainty and fears of a trade war, family offices also show a preference in investing in developed markets.