Portfolio

Proceeds from selling their current home can be augmented with a "reverse mortgage for purchase," which doesn't have to be repaid until they sell, move out or pass away.

Try these strategies that put off withdrawals and shrink the government's cut. Plus, the financial benefits of early retirement.

The world’s largest mutual fund company attracted $198.4 billion in the first eight months of this year.

The agency also proposed a rule to permit cities to create their own savings plans.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Clients are becoming less cautious about upping allocations to developed international and emerging market stocks, planners report.

Competing in his first triathlon helped John Pierce discover the direction he needed to succeed in wealth management.

Three advisers joined the firm's Advisor Select channel, where they are employees but can make additional business-decisions for their practice.

Leveraged strategies may include selling volatility or dabbling in derivatives tied to interest rates or corporate credit.

With about $68 billion in assets in funds tracking it, the real estate industry has more money invested in it than any of the other main industry classifications.