Portfolio

Totum Wealth says its new platform can analyze risk while also creating a custom portfolio. Our tech communist gives it a try.

What clients with college loans need to know to save on their taxes; plus, tips for expat clients filing with the IRS, and knowing the details behind local and state tax deductions.

Seniors who consider living in 55+ communities should determine whether the homes are age-ready and conducive for people with diminished physical activity; plus, how boomers became the disillusioned generation.

More sophisticated mobile apps and better industry partnerships are being credited with easing access to 401(k) plan information and paving the way for wiser retirement planning decisions.

Mutual funds are vulnerable to runs that can spill over and cause problems in the broader financial system, according to a blog post published today on Liberty Street Economics by staffers at the Federal Reserve Bank of New York.

Applying for Social Security benefits early doesn't necessarily mean that applicants will receive the benefits early, an advisor explains to 64-year-old widowed client.

Advisor compensation is one of the stickiest problems for firm owners. Ross Lawrence and Greg Hoffman of Hoffman Financial Resources solved it through equity ownership.

Raymond James lost another advisor to Wells Fargo’s IBD, while several Morgan Stanley advisors made the jump to independence.

Do you have enough saved for a stand-alone RIA? EPAN's Ron Briggs challenges advisors on this and other considerations of going independent.

President Obama's fiscal 2017 budget proposal includes rules that would block investors from making "backdoor Roth" contributions; plus, the best cities for retirement jobs.