Portfolio management

The deal underscores an industry trend combining planning with portfolio management.

The new digital products are a significant opportunity for the bank, experts say.

For clients’ portfolios that need international diversity, these funds focus on the region.

The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.

A team of Bank of America specialists help the superrich diversify with farms, ranches and other alternative investments.

The “materiality of risks with not considering" the strategy is the primary consideration for its implementation, a UBS survey finds.

The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.

The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.

Each of these funds has its own way of adding high-octane assets into clients' portfolios.

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.