Portfolio

When the market gyrates, use these tactics to keep them focused on the bright side.

Depending on savings, some retirees can buy inflation-adjusted immediate annuities while others are advised to work longer; plus, retirement wishes vs. reality.

Mick Hellman, formerly of Hellman & Friedman, is elected unanimously in advance of LPL's annual shareholder meeting.

The deal will add $100 billion in assets overseen for institutional clients, including retirement plan sponsors, foundations, endowments, sovereign wealth funds and insurers, according to State Street.

Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.

A small group of existing customers will be the first to try out the mutual fund company's digital advice platform, Fidelity Go.

The executive was a driving force behind the firm's effort to develop bitcoin technology for the industry.

With a rise of class-action lawsuits in the offing, the smallest investors could get the cold shoulder.

Consolidating student loans may help reduce payment obligations, but think twice about private refinancing.

Private equity is voting for the independent model with its checkbook, and the appetite shows no sign of abating.