Portfolio

The most difficult challenge for a new firm? For some, it’s not location or even hiring.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Advisors' best practices for aiding clients affected by natural disasters.

Certain laws may require them to maintain the coverage with their former spouse.

The firm and fellow regionals continue to take advantage of hiring cutbacks at wirehouses.

Three quarters of the firm’s 57 new recruits have come from the largest firms.

Jeffrey Sherman’s bond fund returned 14% on average over the last three years, besting 99% of all large-cap value funds tracked by Bloomberg.

Disaster survival tips from Texas-based advisor Rick Woolfolk, who is also a Civil Air Patrol representative for the U.S. Air Force.

Rates are likely to remain low, which will have a negative effect on retirees and older workers who are adjusting their portfolios in preparation for retirement.

Big banks north of the border are rapidly expanding their U.S. wealth divisions, competing with their stateside peers for higher-income clientele.