Portfolio

Three clever steps advisors can take to propel their firms forward.

Planners should know about swap powers to help clients realize their tax and asset-protection benefits.

Every advisor must confront rejection. But there are some upsides to falling down.

Tech dinosaurs will ultimately lose out to fleet-footed advisors who quickly embrace the latest innovations.

Dump, delay, delegate and do: It could work for you.

Retirement investors who want a new approach to asset allocation may consider one that classifies securities based on how long they intend to keep the investments in their portfolio to achieve their targets; Plus, which retirement savings plans are best for teachers?

Net issuance of U.S. notes and bonds will tumble 26% next year, according to estimates by primary dealers that are obligated to bid at Treasury debt auctions.

These savvy strategies could enrich your clients’ lives, according to Jonathan Clements.

There are “clash points” when speaking to clients of every generation. Avoid these to create a profitable and useful relationship.

Dump, delay, delegate and do: It could work for you.