Portfolio

Taxes matter in fund investing, even when there's no bill. Plus: Knowing the difference in costs on 401(k) and IRA withdrawals, and what to do after tax season.

New digital tools are paving the way for advisors to create hybrid services that will increase both reach and profitability. See a few of the newer options.

Clients give up access to their money with annuities, so they are advised to use only a portion of their savings in these products; Plus, they should activate a fraud alert if they think their Social Security number has been compromised.

Co-sponsor of legislation to derail Labor Department's fiduciary proposal admits that the bill's greatest goal is to put political pressure on the administration.

Discussions about cognitive impairment and end-of-life issues might be difficult, but they need to happen, and could yield an upside for the advisor's practice.

Guide Financial, which counted among its advisors Esther Stearns, former head of Nestwise -- a now-shuttered LPL venture aimed at middle-class clients -- is the latest technology provider to be acquired.

The top lawyer of Goldman Sachs Group’s asset management unit is leaving the bank to become the top aide to U.S. Securities and Exchange Commission Chair Mary Jo White, the agency said Wednesday.

Most managers have not yet realized the full potential of social media, or set corporate policy, to augment their institutional sales and marketing efforts.

More than $1.55 billion has been withdrawn this month from ETFs concentrated on energy stocks such as Exxon Mobil and Chevron.

Fewer than 14,000 American households received 5.6% of adjusted gross income in 2012, according to data released by the IRS that underscore the increasing concentration of income.