Portfolio

More than 80% of women in the advisory business find the old boys’ network undercuts their professional development.

If equities languish, one adviser says be more cautious on muni fixed income.

Fair and equitable can mean different things to different people, as Lise Robinson now knows from personal experience.

A line-by-line review of this form can spark a broader financial review that benefits clients. Plus, turn medical expenses into deductions for the elderly.

Assets in college savings plans named for an obscure section of the tax code hit a record this summer, totaling $266.2 billion, up 5.1% year-over-year.

The IRS equivalent of a SWAT team gives examinations that are "the audits from hell that your grandfather warned you about," an attorney says.

Only 2% of clients refer someone because their adviser asked. Instead, word-of-mouth is the best strategy, and digital marketing is one way to get it.

Retirees may want to roll over a portion of their traditional IRA into a Roth IRA or use their IRA funds to buy a qualified longevity annuity contract.

Mounting regulatory pressure will push firms to decrease the number of products available due to compliance risks, Cerulli Associates says in a new report.

One last look at this year's elite young advisers. Plus, details on when the new campaign begins.