Portfolio

If second-guessing has begun, consider why you initially recommended the stock---that reason can still be valid even if prices are falling.

Team advisors attract more affluent clients and generate more revenue than solo practitioners, according to PriceMetrix.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Defined contribution plan sponsors cannot track the owners of between 2.8 million and 4.8 million retirement accounts or 5% of the total number of accounts; Plus, why a solo 401(k) could be the best way to save for retirement.

Employees are gaining confidence in their short-term finances but the majority is still not saving enough for retirement.

Only 10% of ETFs are in positive territory, after market selloffs in the U.S., Europe, and Asia, and a plunge in commodity prices.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Morgan Stanley is asking employees to give up their right to sue the firm in class actions for civil rights violations including discrimination based on race, gender or age, according to a former employee's lawsuit.

Many retirees fail to boost savings after their last child leaves the house, and instead go on a spending spree that can last for years; Plus, how to make volatility work for you.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.