Portfolio

Custodied assets from advisers are shifting in unexpected ways, as Financial Planning’s exclusive research shows.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Three index funds may be all clients need. But that's rarely what they end up with.

Corporations, banking trade groups and consumer advocates are looking for favorable legislation from Congress.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

Many carriers offering long-term care coverage are experiencing financial woes and may no longer guarantee payments when clients need them.

The wirehouse said recently it plans to stop recruiting experienced advisers, but made an exception if talks with recruits started before June 1.

Advances in technology and better informed clients are forcing firms to adapt their strategies to a changed business environment.