Portfolio

While gifting can have important benefits, not every client will be in favor of it, no matter how many good reasons exist.

It takes a lot for some of the smaller players to match the revenues of the industry giants. But it may be even harder for the big players to keep up when it comes to rates of growth. See which independent B-Ds reported the biggest revenue growth rates from 2013 to 2014.

Seventy-nine of 126 public pension plans decided to lower their return assumptions in the years after the financial crisis in 2008; Plus, five common Medicare mistakes to avoid.

The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be.

Regulators will be paying close attention to whether advisors properly safeguard the interests of elderly clients. Here's what to watch for.

Closely tracking the ETF market for Windhaven Investment Management, Linda Zhang is excited at the potential for overall ETF growth.

Benefits grow approximately 8% for each year between 62 and 70 that clients delay filing for Social Security, and future benefits will include cost of living increases. So why aren't clients taking advantage?

Martha B. Willis and her team have introduced over 17 new products across OppenheimerFunds and integrated the offerings of SteelPath, an energy-focused investment company and recent acquisition.

Amy Schioldager was responsible for BlackRock's first ETF portfolios in 1996. At the time, she recalls being told that ETFs would never be accepted.

Rarely has it cost so much to purchase low-priced stocks.