Portfolio

President Obama's fiscal 2017 budget proposal includes rules that would block investors from making "backdoor Roth" contributions; plus, the best cities for retirement jobs.

One of the largest firms on the West Coast, Aspiriant expects to continue merging with one to two firms a year.

Asset location in three simple steps, according to Jefferson National’s Thomas Quinn

Global markets from stocks to oil are suffering their worst start to a year since at least 2009 when the financial crisis ended. For a small group of money managers, that's great news.

Voices: Big data is not data for data’s sake. But it is a tool to magnify value for clients — and a more efficient and effective way to work.

Money can be a huge bone of contention in romantic relationships. Here’s how advisors can help client couples manage financial discord.

Mutual funds lost nearly $8 billion in outflows for 2015, a 2% year-over-year decline. See which Morningstar category performed the best.

More seniors are opting to rent a home rather than own one, with the trend expected to continue in the foreseeable future; plus, are guaranteed retirement accounts the answer to the nation's looming retirement crisis?

Some of the best market segments last year were overlooked by investors, as clients often bought when they should have sold. Were your clients part of the herd?

Fund administrators will need to contend with technological change, increased client demands and new competition, according to a recent survey of management executives across the globe commissioned by FIS.