Portfolio

It may seem counterintuitive, but advisors who offer robust philanthropic guidance see major boons to their bottom line.

Deductions for alimony payments will no longer be available Dec. 31.

A multi-year reorganization of the firm has lowered head count by more than a quarter but boosted productivity by nearly a half.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

A total of 86 publicly traded companies approved new repurchase plans so far this year. That’s nearly twice as many as all of 2017.

The financial system is safer than it was 10 years ago, says John Taft, vice chairman of Baird. But there are still risks lurking unseen in areas like ETFs,

Working longer and delaying Social Security are some of the ways they can boost their savings after losing a large portion of retirement assets.

The wirehouse will take 3% — or up to $4,000 per month — of advisors' production in 2019.

The 7,700-advisor IBD network hasn’t been as active in recruiting as its rival lately — but it’s holding on to a portion of the major enterprise.

High-fee managed futures, energy limited partnerships and multi-alternatives products topped this list.