Portfolio

The long-standing feud between founder Mark Hurley and majority owner Emigrant Bank has reached the boiling point.

With stock selection pegged to 10-year Treasury sensitivity, can these ETFs work when short-term rates rise?

A 20% gain sounds good, until you find out the category returned 30%.

Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.

Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing.

Wirehouse policy changes are bearing fruit and leaving advisor career options in flux.

Over 40% of the fund’s portfolio is invested in the online retailer and global e-commerce behemoth Alibaba.

"Tools like Slack are great, but they cannot communicate your culture," said Patrick Tucker, founder of True Measure Advisors.

To convince advisors to try its platform, Capitect took a number of steps, including partnering with XY Planning Network to provide its tools to members without cost.

Here’s what the two seemingly contradictory trends mean for advisors.