Portfolio

Developing into a leader may entail walking away from the pile of work on your desk sometimes. Diligently doing your job isn't enough to foster the right traits, Bob Veres told attendees at a NAPFA conference.

Industry executives and innovative firms will be recognized for their contributions to the asset management industry at the 13th annual NICSA/NOVA Awards on Oct. 29 in Boston.

Municipal bond sales in the U.S. are set to decrease in the next month while the amount of redemptions and maturing debt rises.

While client growth rates are expected to increase slightly for the year, an anticipated slowdown in AUM growth is poised to affect revenue.

Credit Suisse advisor teams with $4.5 billion in client assets left to join UBS and Merrill Lynch. But those firms were not the only winners recently in the competition for top talent. See this move and more in our latest recruiting roundup.

Five senior leaders were recently named to key wealth management posts at Bank of the West, BNY Mellon and Citizens Bank. Find out who they are and what their new roles entail.

The median retirement savings of people aged 60 and above amount to just $50,000, lower compared to those in the 55-59 age bracket, who have three times the amount; Plus, how to ladder bonds.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

This tool can help clients save on taxes, adding to their bottom line.