Portfolio

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.

Sage Private Wealth recruits an advisor with about $1.3 million in annual revenue -- and a family resemblance.

Find out how this year's elite leaders are backing their advisors and growing AUM.

Maximizing savings in tax-deferred accounts may lead to an abrupt increase later in both income and income taxes. Here are a couple of ways to help clients steer clear.

Higher valuations, shakier bets: Advisors whose clients want real estate holdings face a new set of challenges.

Strategy is not the most important thing in creating a successful firm -- it's execution. Be sure you're getting it right.

Finally in recovery, today's property markets leave less room for sloppy thinking. Clients who want to invest in real estate may need more help than ever.