Portfolio

Guide clients toward equity index funds for diversification, lower costs and tax efficiency.

Guide clients toward equity index funds for diversification, lower costs and tax efficiency.

So far this year, 1.2 million shares were traded daily on average on the Nasdaq Biotechnology ETF, down from 2.2 million in the same period in 2014.

Millennials have placed 36% of their investable assets into ETFs, which is considerably higher than the 23% allocation on average by all other investors.

The broker’s written promise of 7% returns on a variable annuity made for a simple case, the lawyer for the claimant says.

Non-U.S. purchases of municipal bonds are up 32% from 2014. But not everyone is impressed.

Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.

The broker is the latest to leave the wirehouse, which recently reported its headcount fell by 145 advisers.

The advisors left the wirehouse in a quarter that saw it lose 145 advisers.

A look at starting payouts for wealth managers under 2017 compensation plans.