Portfolio

Don't let momentum for an asset class in either direction overtake logic.

Between taxes and penalties on early withdrawals, many clients will only be getting 65 cents for every dollar they take out.

For many, walking away from their firm is ‘like selling their baby.’

Once the world’s largest, the mutual fund got its first monthly inflow in more than four years.

If retirement is abstract to clients, ask specific questions to make it more real to them, such as: “Where will you be living? What does your house look like? What are you doing?"

These firms may actually be the worst positioned to capitalize on the robo trend, Michael Kitces writes.

An offering that can grow with a client, Ally Invest's president says, will stand out in the digital advice field.

The new offering has been rolled out to roughly half of the 2.65 million households the bank serves, with the remainder to come on board by the end of September.

Each pre-retiree couple is in a unique circumstance, and needs to account for their health and longevity, as well as their willingness and ability to work.

The big custodian chose a 35-year company veteran to take over the long-vacant position.