Portfolio

The Windfall Elimination Provision may reduce the amount of retirement income clients are expecting.

After taking away CFPs' right to sue the board, it makes two concessions to critics. Still, the process points to governance problems at the board, Michael Kitces says.

Traders have piled into global equities, heartened by deal activity and better-than-expected corporate earnings.

Some seniors shop around for the most affordable health insurance and less expensive drugs every year.

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.