Portfolio

Clients planning to retire with adequate savings are advised to reduce their spending and develop a strategy to lower their tax burden; Plus, how clients should decide on the right 401(k) and are baby boomers too optimistic about retirement?

The five-advisor team gives the roll-up its first offices in South Carolina.

A week of hearings on contentious fiduciary proposal gets underway as SIFMA chief warns brokers will abandon retirement market if rules take effect.

The sudden closure of a TAMP spurred a competitor to seek a position to benefit from its demise, recognizing an opportunity to ramp up its growth plans, asset base and workforce.

Employees may express interest in annuities, yet few retirement plan sponsors are rushing to offer them within their 401(k) plans.

Analysis: Smaller firms may sometimes require more due diligence for advisors considering a move. Here's what to look for.

Warnings of a liquidity crisis in the bond market are a myth created by Wall Street in hopes of repealing regulation, said Krishna Memani, the chief investment officer of OppenheimerFunds.

Which banks are advisors moving to? Six recently switched to Red River Bank, U.S. Bank and Wilmington Trust.

Retirees can expect no inflation adjustment in their Social Security benefits in 2016; Plus, the cheapest and most costly states for retiree health care.

The changes may lead to more short-term trading, not less, says broker and tax expert Robert Gordon.