Portfolio

It turns out that common cognitive shortfalls apply to Social Security planning as much as investment strategies.

The recruit oversaw $110 million in client assets while working for the wirehouse, according to the regional firm.

How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.

Many pension plans are facing financial woes, with many of them reducing pension payouts to their beneficiaries.

Four reasons why this is critical when helping clients with retirement.

Clients who want to reduce their expenses during retirement may want to move to a state that doesn’t tax these government benefits.

The new recruits previously generated $1.5 million in annual revenue at UBS, according to the regional brokerage firm.

Underestimating longevity is one of the blunders that clients should be careful not to make.

Planners share what they've been sending clients, colleagues and peers.

Following the president-elect's Tweet, the Global X Uranium ETF rose to a session high.