Portfolio

Life after the working years may offer the time needed for lots of leisure activities, but many people aren’t prepared to pay for it.

Funds built with these tax-advantaged bonds resulted in strong returns in recent years – and even no fees in a few cases.

Are you using a robo adviser with clients? Be prepared to understand the inner workings of your digital tools, says Hardeep Walia, CEO of Motif Investing.

To maximize efficiency, segment clients into groups generating over $5,000 in revenue and those that don't, says Alyssa Von Herbulis of Russell Investments.

Investors are taking their fascination with low-volatility stocks to new heights.

Certain trusts could have saved heirs $100 million or more — and ensured the musician’s money went to the people and causes he chose. Here are just a few of the tools he could have used.

Higher income may prevent retirees from qualifying for certain assistance programs because of income thresholds; plus, where retirees are moving and why.

State agencies can be aggressive in checking records.

The recruits made the move between wirehouses with two client associates.

Up for vote at BlackRock’s May 25 annual meeting is a proposal asking the fund manager to reconsider how it evaluates and votes on executive pay plans.