Portfolio

With these latest additions, the regional firm furthers its Southeast expansion.

The move is HighTower's 22nd transaction this year ― making 2017 the firm's busiest year ever.

What clients don’t know could cost them hundreds of thousands of dollars.

The products protect clients against losses, but significant caveats emerge in the fine print.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

These two accounts are both funded with money that has already been taxed, but there are still important differences that clients need to know.

Making excess withdrawals could result in taxes on the earnings and a hefty 10% penalty.

Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.

Opened in the Roaring Twenties, the Massachusetts Investors Trust has weathered 16 recessions, roughly 20 bear markets and worse.

From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.