Portfolio

This tax season is particularly bitter for gays and lesbians who live in states that still don't recognize same-sex marriage.

"The bad guys are out there all the time looking for vulnerability," a cybersecurity and business continuity consultant told advisors at the T3 conference last week.

Municipal bond sales in the U.S. are set to decrease in the next month while the amount of redemptions and maturing debt falls.

Clients who have the option of receiving a sizable lump-sum payment of their pension or life-long payments need to consider the advantages each has in certain situations.

The International Organization of Securities Commissions said that it will publish a second batch of draft plans on Feb. 20 for identifying funds or particular investing practices that could present systemic risks.

Local investing opportunity networks can bring in a healthy income stream -- but advisors need to make sure compliance is squarely on their side.

During an interview with CNBC on the floor of the New York Stock Exchange, the NBA Hall of Famer praised his advisor -- by name.

The latest earnings reports offer a snapshot of how the biggest wealth management firms and their advisors are faring.

Obama signs executive order encouraging businesses to share more information about new and emerging threats as regulators warn the advisory industry that they're watching closely.

Staying relevant amid growing commoditization permeated discussions at the firm's annual symposium, held this year in St. Petersburg, Fla. Here are some of the more notable things we heard.