Portfolio

He will join a team of ex-Merrill advisers that will oversee more than $370 million in client assets at Snowden.

Vanguard founder John Bogle and the DoL's Phyllis Borzi support an investor bill of rights.

A property would have to "perform sensationally" to make up for the hit to the investor's retirement savings; plus, how to overcome income shocks.

A deep dive into millennial's financial habits shows a stark generational difference from boomers when it comes to leaving the nest.

Faced with negative interest rates in their own countries, foreign banks and pension funds are looking increasingly toward U.S. municipal bonds.

The firm is not launching a standalone robo service, but says new technology will empower its roughly 7,100 advisers to better meet client needs.

The independent firm affiliated with Raymond James recruits a veteran with nearly 40 years of industry experience.

Those still accumulating for retirement can also be affected but there are some important caveats, explains Michael Kitces.

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.

If clients are seeking performance steadiness, help them build a diversified portfolio that includes exciting engine asset classes but also some that will act as safety brakes.