Portfolio

There are various ways to buy a call option on the S&P 500, and each has its own taxation structure.

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

With its new $700 million valuation, Betterment takes top ranking among digital advice providers.

When a son or daughter joins a parent’s advisory practice, the transition can be tough, but it doesn’t have to be.

Most people focus on the conventional wisdom that they'll need 70% of pre-retirement income instead of the things they'll need to give up; plus, required minimum distributions and real estate are a tricky combination.

"We decided we wanted to take part in the consolidation of the industry," says Mercer CEO David Barton.

A second bankruptcy filing puts Cetera in ‘home stretch’ to becoming standalone B-D, CEO says.

Many investment products are still designed with men's needs in mind, despite studies that show women are more active in saving for retirement.

Bob Jain, the global head of Credit Suisse Asset Management, will become co-chief investment officer at Millennium Management.

Dollar-cost averaging is not a good strategy for retirement investors to manage risk in their portfolio; plus, a widow's Social Security options.