Portfolio

Two veteran advisers opened a new office for the firm.

If your clients are looking for income, these funds have the highest expected dividend payments compared to current prices.

By buying EverBank Financial, the insurance and retirement savings behemoth will gain billions of dollars in low-cost deposits and access to many new lending products that it can offer to millions of clients.

Interest on municipal bonds doesn't always boost a return the way a client might expect. Plus the big savings from having highly appreciated company stock in a retirement account.

Although millennials like impact investing, those with grandkids may also be on board.

Retirees over 65 will no longer be able to contribute to health savings accounts once they file for benefits.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

The firm was "cut out" from an entire class of advisers, says CEO Alexandra Lebenthal.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

The stock picker, known for beating the S&P 500 for 15 straight years when he ran the Legg Mason Value Trust, will buy Legg Mason's stake in LMM.