Portfolio

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.

On Wall Street honors the industry's leading branch managers.

A key challenge posed by the pending fiduciary rule: are firms going to be active managers or are they going to be financial advisors?

BlackRock plans to cut about 400 jobs in what may be the biggest round of layoffs to date at the world’s largest money manager, according to people with knowledge of the matter.

A recent FINRA action against Raymond James is the latest evidence of competitive tensions in the brokerage sector spilling into alleged privacy violations.

The self-regulatory organization acted out of concern for the client who might not be aware of the important factors relating to moving their assets with an advisor switching firms.