Portfolio

Planners need another skill set to help their clients cope with major life events.

Morgan Stanley advisors managing $2 billion in assets joined UBS. But the wirehouse wasn't the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup.

A 1035 Exchange is a good option for clients who wish to replace their old annuity with a new policy that offers a better package; Plus, a three-step plan to getting the retirement income clients need.

The government aims to reduce the "magnitude of the injury" to clients from conflicted advice, Timothy Hauser, the official who chaired the hearings on Capitol Hill, tells Financial Planning.

After riding a market boom to return almost six times the global industry average in the first five months of this year, Greater China-focused hedge funds had their worst month since September 2011.

An inherited IRA partly financed with nondeductible contributions requires careful record keeping. Plus, how tax deferrals promise millennials a great retirement.

Dividends that increase consistently over the long-term also have their pay-offs over shorter cycles.

Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options.

The Labor Department’s fiduciary hearings featured more than 70 experts and about 40 hours of testimony. Here’s what you missed.

A "cautionary" note on the third day of hearings after DoL officials quiz industry attorney in the slippery task of trying to ascertain details of common commission sales.