Portfolio

New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.

Attorneys and other compliance experts say it's important that financial advisors greet any type of negative feedback with a thoughtful response — especially if it could turn into a legal matter.

The Internal Revenue Service and the Treasury issued final regulations on the new Roth catch-up contribution rule from the SECURE 2.0 Act.

In an earlier than usual announcement, UBS said it will update its 2026 compensation grid for U.S. advisors, aiming to curb departures and encourage more work with high net worth clients.

Older and younger Gen X clients have very different needs, goals and outlooks. Advisors who treat them as one group risk missing the mark.

In a prerecessionary landscape, assets must earn their keep across a range of projected scenarios.

Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.

As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.

The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.

A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.