Portfolio

Use these highly-liquid funds to execute a tactical asset allocation approach.

For those willing to wait, these ETFs can reduce volatility and improve portfolio performance.

Find out what complications arise when family members co-own real estate investments. Plus, strategies that make paying taxes optional and tax breaks for hiring new employees.

In a succession play, Advisor Financial Services gets snapped up by Retirement Advisors of America.

Today's young workers can learn from their parents' example on making early sacrifices and managing debt wisely; plus, how clients can save by automating their portfolios.

Index-based ETFs are less likely to generate tax bills for reinvested capital gains distributions.

These are fundamentally different ideas for retirement income planning, but it doesn't need to be an either/or situation; plus considerations for clients looking to work in retirement.

Why these are better investments than your clients may think.

Voices: The DoL is restricting investor choice and casts an unnecessarily critical light on existing B-D relationships that only follow a suitability requirement.

Chairwoman Mary Jo White tells lawmakers that a uniform standard for advisors and broker-dealers remains a priority, but that says it's a long slog.