Portfolio

Betterment data scientist Sam Swift asks advisors: "How do you know how much you've helped [clients] with your advice?"

Advisors, brokers and other industry insiders weighed in on the Labor Department's fiduciary proposal, laying out what they say are the benefits and pitfalls of the forthcoming rule.

The new recruits join Dynasty's newly formed Summit Trail Advisors and are the latest to leave the British bank's wealth management unit before its merger with Stifel.

Advisors, brokers and other industry insiders weighed in on the Labor Department's fiduciary proposal, laying out what they say are the benefits and pitfalls of the forthcoming rule.

Retirees who can no longer afford to settle their debts because of job loss, business failure and other misfortunes may seek a one-time-payment settlement with their creditors; Plus, ways in which retirees can tap their portfolio using various strategies.

Fiduciary advocates question the math behind the opponents' estimate, calling it an "Alice in Wonderland report" without backing.

Marzano Capital Group joins LPL-affiliated recruiting firm Independent Advisor Alliance.

The biggest investors are increasingly using ETFs as a way to dabble in inefficient and opaque bond markets.

Advisors who listen attentively build better connections with clients.

Taking a required minimum distribution from a retirement account to satisfy the RMD of another account is allowed only if both accounts are traditional noninherited IRAs or noninherited 403(b) plans; Plus, how to decide between a 401(k) and an IRA when saving for retirement.