Portfolio

Avoiding the pitfalls of managing client finances can be challenging. Here's how some advisers fared — some successfully, others not so much.

Changes can substantially reduce the value of delaying widow(er) benefits for surviving spouses.

A Senate bill would provide liability protections for advisors who report suspected abuse of senior clients.

Such wagers can only be settled in Bitcoin, on the BitMEX, which offers the ability to trade certain cryptocurrency derivatives with "up to 100x leverage."

Investors snapped up the metal as a store of value amid concern that the president's fiscal policies will bloat government debt.

Even a well-intentioned compliance manual can draw the ire of regulators.

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.

Some banks are looking to hire advisers or buy firms, while others are looking to get out of the business entirely.

The rule’s outlook seems uncertain, but a strong undercurrent is carrying the industry along.

The firm picked up one adviser each from Merrill Lynch and UBS.