Portfolio

Such funds can provide diversity, but find out a manager’s history and specific holdings.

History shows a worrisome trend around the newest funds.

Forget complex equations: Simple math is the basis here.

How millennial clients can get more out of their tax returns; plus, a $1 million tax credit clients aren't taking advantage of, and comparing Roth IRAs to deferred comp.

Retirees should expect lower returns going forward, but the safety of bonds still warrants a place in their portfolios; plus, considerations before taking Social Security early.

Given the potential for further ECB easing combined with Federal Reserve tightening in the near future, European stocks could perform well in the months ahead. Here are some European ETF choices for advisors and clients who favor dividend-paying equities.

The Labor Department finalized an amended version of its fiduciary rule, providing wealth management firms a lengthier timeline for implementation as well as more relaxed requirements for the best interest contract exemption.

ETFs that invest in fixed income attracted record deposits in the first quarter.

Exclusive: Top Labor official says, “If we think there is some continued abuse that hasn't been adequately addressed, we'll figure out what to do."

While much of the wealth management industry cautiously mulled over the potential impact of the fiduciary rule, digital-first firms were quick to celebrate.