Portfolio

Saving on taxes during a liquidity event: Plus, how to get a double dose of tax-deferred savings, and when doing nothing is a client's best strategy.

Retirees who consider downsizing need to know that such a move doesn't always end up with savings; Plus, three steps to a safer retirement stash.

Enhanced programs will likely include financial planners. The initiative follows earlier legislation prompted by a Financial Planning investigation.

Advisors have an opportunity to play a pivotal role if they help clients crunch realistic numbers about their future financial obligations for elderly parents.

The generation gap may not be as wide when it comes to young recruits and their elder counterparts.

Focus on being the leader people want to follow and on having the right people in the right job, doing the right work.

Michelle Mikos, the ETF business development director at Invesco Powershares, helped co-found Women in ETFs, a group dedicated to supporting women in the asset management industry.

Women must remain curious, have courage and bring confidence to the workplace in order to find and ensure success, says Maureen Leary-Jago, senior global advisor at MFS Investment Management.

As president of Chicago-based Ariel Investments, Mellody Hobson has dedicated herself to acting as an advocate of financial literacy and investor education.

Summit Financial, based in Westlake Village, Calif., is a primarily fee-based RIA offering clients investment management, insurance and retirement planning, says Triad, which offers advisory firms both a broker-dealer and a fee-based RIA multi-custodial platform.