Portfolio

With estate-tax exemptions higher than they used to be, other issues (like income tax) may now be more important for some clients. Here are several planning issues that deserve a rethink.

Are you likely to change your job? Is your spouse unemployed? Do you expect non-taxable income when you retire? These reasons and more for why you might need an individual retirement account.

Wading into a battle between Wall Street and the White House, SEC Chair Mary Jo White said the agency will develop stricter rules for brokers.

How advisors can use 1099s to help address investment reporting issues that clients may have overlooked.

Advisors have gotten better at evaluating target date funds, says James Lauder, CEO of Global Index Advisors. But it remains difficult, he adds, because a uniform benchmark approach toward target date funds isn't available.

Here are some of the top questions advisors have when they consider outsourcing parts of their business operations to a third party.

More than half posted gains that exceeded benchmark indexes in 2015 through March 6, for their best start to a year since 2012. But the S&P 500, up 1.1% this year through Monday, is poised for its worst first quarter since 2009.

According to a Fundstrat Global Advisors survey of 3,265 funds, more than half posted gains that exceeded benchmark indexes in 2015 through March 6, for their best start to a year since 2012.

Which banks are advisors moving to? Ten recently switched to BNY Mellon, MainSource Bank, TowneBank and U.S. Bank.

Help make sure your clients aren't among those who say they wish they had saved more, or started at an earlier age. Plus, questions over the proposed revamp of Medicare payments to long-term-care hospitals.