Portfolio

The wirehouse announces another huge hire weeks after saying it would be cutting back on recruiting.

Advisers may think their firm’s credibility stems from a big number. That’s not to say they should misrepresent their assets under management, Michael Kitces writes.

Financial planners need to recognize that next gen clients are consumers first, investors second.

While the markets soar, the high-net-worth crowd looks to Washington and is not pleased with what it sees.

The two advisers generated $7 million in annual revenue, according to their new employer.

Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

The outflows have rekindled a popular concern that the funds could portend the start of a liquidity crunch.

The challenges of new regulations may actually allow independent firms to grow and thrive—particularly those which embrace these four advice-centric features.

Emotion-driven decisions may result in portfolios that retirees find palatable, but they are also likely to result in lower returns.