Portfolio

Advisors risk throwing away business with a throw-away holiday client gift. Here's a list -- worth checking twice -- of what to avoid when deciding upon holiday greetings and gifts to send to clients.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

Since the crisis, banks have relied on lower loan-loss provisions to make a profit. But banks actually made money in the third quarter. Here's how.

Treasuries gained, sending 10-year yields a one-month low, as jobless claims rose, business- equipment orders fell and home sales were less than forecast, raising concern about the health of the economic recovery.

The income tax on conversions may not be worth the potential appreciation they will get over a period of time; plus, low-cost holiday gift ideas and ways in which to make your money last in retirement.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

The largest U.S. ETF that tracks mainland Chinese stocks has jumped to a record premium to its underlying assets as unprecedented demand forces fund manager Deutsche Bank AG to all but stop taking in new money.

CPA/advisory firm BKD Wealth Management adds Wolf Financial Management, after a deal between the two parent companies.

The industry needs to do more to reflect the diversity of its client base, said the industry's top executives in our special report, the State of Wealth Management.

"If you think you have no special needs clients, you probably are not asking the right questions,” says Mike Walther.