Portfolio

Having potential spouses on the same page regarding money before taking their vows can help stave off hurt feelings later.

The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke decumulation strategies and guaranteed lifetime income solutions.

Contrasting his firm with private equity-backed consolidators, Paul Shoukry said Raymond James has the luxury of recruiting advisors who will stay for the long haul.

Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.

The "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.

Sean Snaith, Director of the Institute for Economic Forecasting at the University of Central Florida, will provide insight into the FOMC meeting.

Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.

The tech can be smart and speedy, but also tone deaf when it comes to picking up the nuance of client conversations.

Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.