Portfolio

The $72 trillion generational handover demonstrates the undeniable momentum of Black wealth in the U.S.

The case is the latest to emphasize advisors' obligations to let investors know when they receive money for recommending certain mutual fund products.

Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.

April Rudin, a marketing consultant and the founder of The Rudin Group, joins us to discuss steps advisors should take when building their brands and pitfalls they should avoid.

A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.

More than the wars in Ukraine and Israel and a plethora of other problems, financial advisors worry about the country's ability to pay its bills.

The team builds momentum for the firm's recruiting efforts in the West.

Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.

Cash is flooding into actively managed developing nation funds, which many investors suspect are undervalued.

The budgeting app has already garnered support from NBA superstars and is looking for more growth.