Portfolio

Cognitive and health issues can make meeting with older clients more difficult. Here are some tips to help advisors break down communication barriers.

For the first time, more than half of all 401(k) contributions will go into target-date funds, research firm Cerulli Associates estimates. It projects the assets in target-date funds to hit $2 trillion by 2019.

Sens. Ron Wyden, D-Ore. and John Hoeven, R-N.D., introduced legislation that would create Move America Bonds, which would generally be treated as exempt-facility, private-activity bonds but would have fewer restrictions and separate state volume caps that could be converted into tax credit allocations.

IBDs are being "purposefully indecisive," when it comes to robo advice, says Celent senior analyst Will Trout. "They are playing a watch and wait game."

The IRS has released the inflation-adjusted deduction limitations for annual contributions to health savings accounts in 2016.

With assets of $110.4 billion, Pimco Total Return fell behind the index-tracking Vanguard Total Bond Market Index Fund, which had $117.3 billion as of April 30, according to preliminary data.

Hint: It isn't claiming at 62; Plus, four things to consider before retiring abroad.

With a spousal-sharing rider, couples are betting that they won't both need LTC at the same time.

A recently proposed expansion of the fiduciary standard to include rollovers and IRAs by the Department of Labor means authorities could give the industry more than just fines to worry about.

Funding for startups hit a high of $17.7 billion in the quarter, from $15.6 billion in the fourth quarter of 2014, because hedge funds, mutual funds and private equity firms all put money on the line.