Portfolio

Industry trade groups argue that a fiduciary rule would make investment advice and retirement planning too expensive for low- to middle-income families. Here's what they really mean, according to Bloomberg View columnist Paula Dwyer.

Each advisor needs a compelling tale to attract new business. Here's how to craft a strong message focused on the ways you best help your clients.

Retirement savers may consider rolling over their 401(k) assets to an IRA if they want to consolidate their retirement accounts and have an easier time managing their savings; Plus, the hidden threat to retirement.

As policy payouts soar to record levels, LTC industry professionals worry that advisors are falling short -- and offer up a few facts, forecasts and trends they think advisors should pay attention to.

Advisors have been turning to securities overseas to develop tactical opportunities for their clients.

As their interest income dwindles, banks are looking to bulk up their wealth management businesses in a bid to boost their fee-based revenue.

The IRS has issued guidance on the potential approaches it may take in the future on proposed regulations for the excise tax on high-cost employer-sponsored health coverage in the Affordable Care Act.

Plus, how clients can avoid tax blunders, and why they shouldn't always stick to the standard sequence for tax-efficient portfolio withdrawals for retirement planning.

Asset management firms need to pay heed to the innovations happening in "fintech" right now, as peers and upstart digital firms provide clients with new ways to invest and manage money, and potentially new business models for the financial industry.

The world’s biggest money managers are mapping out proposals intended to grease trading in debt markets that regulators warn are at risk of seizing up in the event of a sudden rush by investors to pull cash.