Portfolio

The U.S. Supreme Court just legalized gay marriage nationwide. If same-sex couples get married, they gain access to hundreds of legal and financial benefits.

A Morgan Stanley exec and other industry experts urge financial planners to embrace this approach to making investments, popular with both millennials and women.

Chicago-based RiverNorth Capital Management is hoping to launch the first closed-end mutual fund focused on the marketplace lending sector.

After some disappointing numbers from the first half of this year, Yellen may have concluded that she needed more time between June and September to be comfortable that the economy had regained sufficient momentum.

Tips for senior clients without children on how to begin planning for retirement; plus, how pre-retiree couples often miss the mark on gaging retirement savings.

Over the past six months, three trends have emerged that make going independent increasingly attractive to these billion-dollar teams.

Analysis: The advisor's role goes beyond getting clients to save more for retirement.

Advisors play a crucial role in keeping clients accountable to their retirement savings plans, according to experts at the Morningstar conference.

There are actions every advisor can take to ensure that they give their clients the best advice while minimizing errors as much as possible.

Prevent clients from paying more on capital gains for some ETFs. Plus, why clients should know and care about passive foreign investment companies, and planning for the transfer of a business.