Portfolio

In a rapid market downturn, advisors have to suss out the motivation for wanting to sell, while remembering that, ultimately, a client's decision prevails.

How advisors can minimize the impact of the recent market slide for their clients. Plus, learn how Social Security spousal benefits can increase your client's taxes.

"BlackRock is potentially a very powerful partner for advisors," says Sean McDermott, Corporate Insight analyst.

The new recruits had an annual production of $2 million.

Mutual fund giant Fidelity Investments is warning deflationary pressures in the U.S. are building.

RIAs can be an easy entry point for organizations looking to move dirty money and avoid other financial entities that have formal AML procedures in place, says FinCEN.

Which firms on the S&P 500 have the most cash on hand?

Which firms on the S&P 500 have the most cash on hand?

Equity allocations are generally higher than years past even for retirees, but some clients are still overexposed to stocks; Plus, the idea of privatizing Social Security is being suggested again by some.

BlackRock said it is acquiring digital wealth management firm FutureAdvisor, joining the ever more crowded ranks of robo advisors.