Portfolio

LPL CEO Mark Casady expects "continued pressure on brokerage sales."

Strategies for lowering taxes for aging clients; plus, why your clients shouldn't harvest losses from IRAs, and the states with the lowest and highest taxes on gas.

When markets make scary short-term moves, the phone starts ringing. Present this evidence to help clients calm down.

Treasuries surged, pushing yields to the lowest in more than three years, as a persistent rout in global financial markets pushed investors into the safest assets.

Don’t take the leap until you’ve asked yourself these questions about compensation and other important factors.

A Vanguard tax lawyer turned whistle-blower David Danon and his hired law professor dispute recent expense ratio reductions at the firm.

Miller's fund is structured to make bets based in part on a computer model designed to predict natural disasters.

Two veteran wirehouse advisors joined the independent firm Stratos Wealth Partners, an independent firm affiliated with LPL.

The nation's biggest brokerage firms took a beating last quarter.

There are many misconceptions about pay at advisory firms. Here are the most common.