Portfolio

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.

Five executives were recently named to lead wealth management units at Associated Bank, Bank of the West, First Midwest Bank and Union Bank. Find out who they are and what their new roles entail.

While much of the financial industry is undergoing transformation, the traditional brokerage industry has resisted technological change so far. But newcomers offering mobile options for customers show there is a faster, low-cost alternative.

Noyes makes a new addition in an effort to grow the firm's network of financial advisors.

Asset managers took lead roles to vehemently oppose the DoL's fiduciary standard proposal. In the course of the Department's hearings, some representatives fared better than others under scrutiny.