Portfolio

A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.

The unit will provide specialized services for private banking, international and institutional clients."

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

Engagement with companies beyond the firearms industry is a better solution, Calvert Research says.

Funds that experienced poor performance and registered investment companies with little management experience are among those that may be under scrutiny.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

The deal is only the first step in a major growth plan, according to the acquiring firm’s founder.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.

From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.