Portfolio

In the digital age, advisors are prime victims for attackers seeking pertinent information. Here are some preventative tips to fend off cyber-attacks.

Gearing up for tax season? Here are two things to consider when planning for your wealthy clients.

Founder Ric Edelman says he decided to split the roles rather than hire a single executive to replace him.

Customer alleged that broker made unsuitable recommendations of mutual funds, structured products and equities that set him back more than $125,000.

Where should advisors look for dividends in the stock market? Here's a closer look at what S&P 500 sectors yield, how dividends have been growing (or shrinking) in relation to the overall market, and what percentage of stocks in the sector provide a dividend.

“Everybody should be concerned about cybersecurity,” says John Taft, CEO of RBC Wealth Management-U.S.

The additional revenue from President Obama's expected proposed tax increase would be used to fund programs to assist the middle-class; Plus, how to help a client who missed employer's matching 401(k) funds.

Why is inheritance planning so difficult? Fear of exclusion along with existing family dynamics can complicate the process -- and strain relationships.

Federal authorities are considering expanded regulation of large mutual fund companies, a move that opponents say threatens to bleed value out of the fund industry and aims to solve a problem that doesn't exist.

A new interpretation of the once-per-year rollover rule could spell big trouble for some clients.