Portfolio

A study of 89 years of returns produces surprising insights about holding a portfolio for a very long time.

Advisors can help clients avoid overpaying on taxes by reversing Roth IRA conversions when portfolios fall.

RIAs forge ahead while fighting pressures to grow in ways that might threaten their independence.

Bank customers who have financial plans are twice as likely to purchase insurance and investment products from their institutions, according to a new study.

Clients should not lose sleep over health care expenses after they retire as they can sign up for Medicare Parts A, B and D to cover hospital visits, doctor services and outpatient care and prescription drugs; Plus, essential money lessons for retirees.

FINRA's system for ensuring the integrity of advisors’ BrokerCheck records is broken but can be fixed, securities lawyers and other experts say.

Despite a ban, firms still offer clients money to not fight brokers' bids to purge their public records, lawyers say.

The biggest U.S. investors suggest caution on bond returns as the Fed raises rates

How donor-advised funds can help charitable gifts, including those from Roth IRAs, work harder for your client.

Contrary to what some experts say, the U.S. is unlikely to experience a retirement crisis as data show that Americans have considerable savings for their golden years; Plus, the best way to donate to charity from an IRA.