Wealth management

In an excerpt from his new book, Gregory Curtis discusses why it is all about damage control.

New flavors in a portfolio can help juice returns, but beware of the risks.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

Advisers may want to point out to clients that protection against exchange rate fluctuations can have major consequences.

The new hire will oversee manager research, the selection process and monitoring activities for the firm's Wealth Management Investments Group in New York.

Just one is easier for advisers, but there are good reasons to have two. Here’s how to help clients decide.

Wealth management "is the least tech literate of all financial services," says Michael Spellacy of PwC.

Here are ways to engage them in more positive thinking when the market gyrates.

Choosing where to allocate resources is never easy, but a grid, similar to this one used by Commonwealth’s Joni Youngwirth, can help.

It's expected that digital platforms will help advisors focus their offerings to serve specific client segments.

While mostly the purview of the big firms, smaller RIAs can get in on the act too. But they need to do their homework first.

John Zimmerman, president of an asset-management firm, will lead a team of approximately 10 professionals.

The recruit was overseeing 100 advisers responsible for $15 billion in client assets before joining the breakaway firm.

The ultrawealthy are taking more conservative positions this year, but younger investors are still bullish, according to a recent industry study.

This method allows advisers to focus on market data evidence and academic research.

Richard W. Davis also took $1.5 million in fees while he was entitled to just $150,000, the commission alleges.

The wirehouse's latest recruit generated about $1.9 million in production.

An obscure integrated platform product from a Canadian firm has features that U.S. RIAs may find particularly attractive, writes our Tech Tools columnist.

A NING trust can provide significant savings and help clients avoid gift tax ramifications.