Portfolio

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.

With more Americans living past the age of 70, experts say they should not be forced to make unnecessary taxable withdrawals.

The S&P 500 has limited potential for returns over the next couple of years, in contrast to European equities, which are trading at a discount to their U.S. counterparts.

At least 27 brokers have joined the firm, including a father-son team from UBS with $261 million in AUM.

The gains have been so strong that short sellers are now piling on bearish bets.

S&P 500 company pension plans' funding levels increased a mere 1% despite the $40 billion in contributions that these firms made to their plans.

This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

The wirehouse outlines its competitive digital offer, but it's a defensive play, analysts suggest.