Portfolio

Firm cautions brokers to rethink how they approach their relationships with advisors to better cater to team practices.

Investors added the most money to municipal bond mutual funds since January as state and local government bond yields fell to the lowest level in five months.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.

Planners who work in teams attract more affluent clients, mange more money and produce more revenue, report shows.

Munis are a great option for high-income taxpayers, but be mindful of the AMT.

Often under-used, HSAs can be a powerful tool for clients.

Federal Reserve Bank of New York President William C. Dudley said he expects the U.S. central bank to raise interest rates by December, while cautioning that this was not a pledge to action and will depend on the economy staying on track.

Long-term investors should take advantage of stock volatility, rather than immediately sell stocks and turn to bonds; Plus, how to make sure your clients' adult children retire well.

Democratic candidate Hillary Clinton's financial reform plan is far less ambitious than other Democrats' proposals but would still be a tough sell in a Republican-controlled Congress.

The independent advisory world is a fragmented industry, which is not conducive for advocacy in policy-making.