Portfolio

Financial advisors get trained in taxes, but many times it’s just a basic framework for how to structure investments. A CPA can bring a much deeper level of understanding to a client’s tax situation.

Clients don’t think of themselves as average, and human advisors are best equipped to customize and personalize their solutions, advisors and industry experts say.

Data backup may not be the most interesting part of an advisor’s role, but they must make the necessary measures a top priority, compliance and security officers say.

Professionals or any high-net-worth clients who might face lawsuits can often benefit from setting up overseas trusts, a meaningful deterrent when overzealous plaintiffs come knocking at the door.

A positive online presence is crucial to the success of an advisor’s reputation.

To obtain approval and funding for security improvements, bank technologists have to make their case by pointing to losses from recent security breaches. But calculating those losses can be tricky.

From stolen cell phones to email scammers and hackers, advisors face numerous threats to the security of sensitive client data. Here are a few simple ways advisors can avoid getting hacked.

Electronic thieves have gotten smarter - and they’re targeting you. These experts can tell you how to beat them.

Medicare premiums to remain flat; Lackluster savings tarnishing seniors' golden years; Stop tinkering with your retirement portfolio

When hosting a client event, a strategic seating chart can place prospects next to your biggest fans.