Portfolio

ETPs that use dividends in their portfolios have attracted a boatload of money.

Here are strategies for getting the biggest bang for the buck with these investments.

Massachusetts securities authority goes further than SEC or FINRA in its examination of automated advice.

While the majority are invested in company 401(k)s, only half have an IRA account outside of work accounts.

The fund has returned almost 2% this year and ranks in the top 11% of his Morningstar peers.

Labor Department event planned for next week.

A tax break for retired clients who donate IRA assets to qualified charities. Plus, knowing how annuities are taxed for better returns, and strategies for deducting long-term senior care expenses.

Spending in retirement often declines over the years so clients should reduce their withdrawal rates instead of using a fixed approach; plus, the misconception that can sabotage your client's retirement.

Succession planning becomes personal when advisors hire sons, daughters and other relatives.

A handful of numbers can help determine the best withdrawal rate for clients.