Portfolio

The most important consideration is that clients are able to complete the 35-year work period because benefits are based on the 35 highest-paid years from their careers.

The new hires joined a recently opened branch in Tuscon, Arizona, continuing a push west for the regional firm.

The new hire is part of the bank's push to expand the wealth management business.

The firm is pushing into Europe and Asia-Pacific, but rolling back on the products that brought 75% of its assets in favor of actively managed funds.

Clients should plan to replace roughly 80% of their pre-retirement income after they leave the workforce for good.

A new toolkit is being offered to students before the next test sitting in November.

For clients looking for investment income, these funds excelled in the first half of 2017.

Five important danger signs that can save advisers a lot of trouble down the road.

Outlook for faster growth is supporting developing-nation bonds despite the increase in U.S. and European rates over the past year.

The digital firm is opening up a new avenue of advice that could be a model for an industry grappling with the challenge of scaling for smaller accounts.