Portfolio

The lawsuit highlights a friction that exists at financial-services firms that put employees into their own product.

The firm is among the first to detail how its 14,000 advisers will comply with the new regulation.

These planning strategies can prevent beneficiaries from biting off too much — or too little.

Plan sponsors are open to the addition, but most participants aren’t taking advantage of it.

Plan sponsors are open to the addition, but most participants aren’t taking advantage of it.

Investors are being tempted by the 6.2% gains this year by hedge funds betting on distressed assets and restructuring

This strategy may increase the value of these IRAs and reduce how much a client pays the IRS. Also, knowing when retirement account distributions are treated as ordinary income.

It can be hard to unlock real estate values in pricey areas if clients aren’t willing to move.

With a dearth of income alternatives for clients, advisers need to know that there are still some stocks that can do the trick.

Clients should realize that reaching the finish line of their career means the start of a new chapter of life.