Portfolio

Confusion among affluent taxpayers could lead to new ways to help clients.

Markets registered moves that are supposed to be incredibly rare.

Markets registered moves that are supposed to be incredibly rare.

Trading has surged in every corner of the market where protection is sold, from contracts tied to the S&P 500 Index to bets on volatility products.

Digital platforms have to overcome two key challenges to ensure they survive, according to the CEO of Orion Advisor Services.

"This has caught a lot of people off guard. We're all very surprised," said Karl Goody, a private wealth manager at Shaw and Partners.

A friendly memo to help top regulators in the next administration set priorities. One key point: planners and fee-compensated IRAs are the least of your worries.

A Yale Law School professor proposes raising the full retirement age to 76 and imposing a steep 80% penalty for the highest earners who opt to claim their benefits early.

The group's leader comes with 26 years of industry experience.

The wide misconception is that digital advice is a self-service offering requiring little effort on the part of the adviser.