Portfolio

A new, free app from T. Rowe Price gives advisors key market intelligence in a modern, scalable and user-friendly way.

The move "is not part of a broader consolidation strategy," Cetera maintains.

How to reap the rewards of municipal bond investments for your clients. Plus, deducting a client's medical expenses for savings.

This newly formed $500M RIA specializes in professional athletes and the corporate elite.

Why the old tricks that many investors once used to gauge retirement allocations no longer apply; Plus, the use of private health plans surge as Medicare and Medicaid turn 50 and tips for a smarter retirement investing strategy.

Clients often resist their advisors when it comes to selling losers in their portfolios – especially when it means a larger tax bill. Here's how to loosen their grip.

If our goal is to motivate our clients to engage in financial planning, we need to find the best way to facilitate their learning.

Why working clients are advised to avoid borrowing from their 401(k) plans to fund their summer vacations; Plus, how Americans left $24 billion in retirement money on the table last year and the seven best places for your clients to retire overseas.

"Make no doubt about it, we are not near a recession," says LPL chief investment officer Burt White.

As long as a nonprofit group stays "on the right side of the line -- even though either you or I would say what they are doing is wrong -- it's still protected by 'judgment,'" or a right to broad discretion in decision-making.