Portfolio

The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements.

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

Executives chalk up growth to surging equity markets, a stable tax climate and the growing popularity of donor-advised funds.

The top three players – Blackrock, State Street and Vanguard – currently dominate U.S. ETF market share, holding more than 80% of total assets as of mid-2014, a percentage that has remained relatively unchanged since 2012.

Janney Capital Markets is concerned that Standard & Poor's ratings for some local governments may be too high and out of step with current credit conditions.

While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.

While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.