Portfolio

Here are 10 simple steps to make 2015 a great year for you, your clients and your business.

At the SourceMedia MDM & Data Governance Summit in New York, TIAA-CREF, along with Princeton, N.J.,-based Global IDs, a technology firm that provides companies methods to manage their information, discussed the challenges of the big data problem and finding answers.

The final two months of 2014 made the year for some managers who were able to navigate plunging oil prices, surging stock-market volatility and a rising dollar, catapulting these firms to returns of 20% or more.

Today's advisors must have a robust and engaging digital presence. Here are some tips to help you bring your business into the 21st century.

Increasing the amount would be an added incentive to many people such as workers whose employers do not have a retirement plan; Plus, how new 401(k) contribution limits could help supercharge retirement savings.

The new aggregator offering a succession plan is drawing from experience: "I fit the category, I've been in their shoes," says 60-year old Joe Heider, founder of Cirrus Wealth Management.

Forming a practice with your child or another family member may seem like a great idea, but experts warn they take just as much work as any other partnership.

An Edward Jones advisor managing more than $114 million in client assets joined the Raymond James independent channel.

The firm will offer advisors expanded trust services and support with multi-generational family planning.

The IRA contribution limit in the U.S. is $5,500; Canada's limit is $20,000. If an investor is willing to put away that much money, why not allow it, one write asks.