Portfolio

The strategist, who has long criticized the BRIC idea, changed his views as the Fed appears to have capped long-term U.S. yields, even as it raises rates.

Companies in the Russell 2000 index are among the biggest beneficiaries from President Trump's growth and tax reform agenda, and a stronger dollar.

A career path with established performance goals has become a critical element of compensation.

William Blake, the independent firm's 10th hire this year, says he was attracted by the chance to become a partner.

New research has found that funds with a high percentage of assets in ETFs underperform funds that hold stocks.

401(k) participants can create a pension-like source of retirement income by using a portion of their assets to buy a longevity income annuity.

Dependent care flex spending accounts can help clients mitigate child care costs, but also reduce tax credits otherwise available.

Increased longevity will challenge the performance and use of products, said Sri Reddy, head of full service investments at Prudential Retirement.

The benefits of going independent are alluring, but wirehouse advisers can't afford to discount the formidable challenges ahead.

RIAs are exploring new ways of compensating their advisors, just in time.