Portfolio

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

Gains could fall to 5.3% from 9.3% historically “unless portfolios are repositioned for the environment we think that we are entering,” according to a new KKR report.

A boost in retail enthusiasm at home amid waning international demand has allowed continued tightening of investment grade credit spreads.

The investment product raises eyebrows, but the firm’s founders have pledged to act as fiduciaries.

Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.

The new hires joined from UBS and Morgan Stanley, according to the firm.

Switching firms can be a herculean task, but independent firm Steward Partners furnishes ex-wirehouse advisors with teams of specialists to ease the process.

The digital platform was intended for use by all of the firm's wealth advisers.

The partnership “shows just how much technology is being democratized and customized,” according to one researcher.