Portfolio

Retirees who plan to go on a foreign trip in the early part of next year are advised to attend to their tax obligations before leaving; Plus, why more people in the U.S. and other industrialized nations are likely to retire poor.

Certain tax strategies can pay off in January. Advisors may want to have their clients jump on these as soon as 2016 starts.

To help smooth a transition to a paperless office, firm leaders should be ready to counteract common misperceptions and offer proactive strategies. Here’s how.

This type of software had the biggest influence on ROI, according to our tech survey.

It's hard to beat the crowd when you're a member of the herd.

A former wirehouse advisor has been building a new firm from the ground up.

"The run-of-the-mill robo isn't going to attract investments anymore," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Prosecutors say Galen Marsh called the stolen data "the world’s best cold-calling list."

Emerging technology uses facial imaging to assess clients’ true feelings.

The trends to watch next year in automated advice.