Portfolio

The new recruits made the move to HighTower from Morgan Stanley and SunTrust.

A study finds that the percentage of older Americans over 75 who take five or more prescription drugs jumped to 47% in 2011 from 24% in 1999; plus, who is exempt from Social Security taxes.

Implementing the rule is a key legacy goal of the Obama administration.

"The number of quality buyers has grown significantly," Jon Beatty, SVP, sales and relationship management for Charles Schwab Advisor Services.

If you’ve only made note of birthdays and anniversaries, you’re missing out.

As they reach retirement, clients particularly need help in this area. Get yourself situated to help them.

Ginnie Mae funds have their benefits, but they may be vulnerable to falling — and rising — interest rates.

Portfolio simulation shows that the retirement bucket strategy didn't perform well last year, prompting rebalancing to meet living costs; plus, how to get people to delay retirement.

Want to help your clients make smart financial decisions and earn their trust? Here is what you should(n’t) do, says our columnist.

The timeframe for implementing the rule is unrealistic under the original proposal, according to the general counsel for SIFMA, an industry trade and lobby group.