Portfolio

Visualization can help clients address imminent risks to their retirement by allowing them to answer questions that contribute to making sound financial decisions; Plus, eight money moves your clients should make before retirement.

Navigate Fund Solutions has worked on two tracks to promote adoption of NextShares with asset managers and broker-dealers simultaneously. The firm is satisfied with its penetration into asset managers, with $600 billion in assets under management already.

Participants in the $23 trillion U.S. stock market have become more vocal about structural changes they’d like to see after the trading turmoil on Aug. 24.

Leadership positions at the firm have been filled to balance its recent wave of RIA recruitments.

Europe’s last global banks are caving in to pressure from regulators and preparing to tell investors just how much their aspirations will shrink.

They can help reduce the tax drag of required minimum distributions.

The first piece of advice for elderly clients is one of the most basic--reduce spending; Plus, when should retiring parents have 'the talk' with their children?

If avoiding taxes just attracts the IRS, it defeats the purpose.

If avoiding taxes just attracts the IRS, it defeats the purpose.

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.