Portfolio

The retirement plan industry is evolving rapidly. Here are a few key trends that will help advisors looking to engage in the retirement plan market.

Madison and Omaha are among the top retirement havens; plus the factors retirees should consider in deciding where to retire and what pre-retirees need to do now.

Once a client has made a donation to his or her favored charity, your work has just started. Changes in tax laws, investment values and charitable organizations mean that advisors need to be vigilant.

Want a better way to help staff improve? Here's how to turn the end-of-the-year ritual into an experience that's productive for you and your employees.

Bank and thrift holding companies generated record revenue from their wealth management businesses in the first half of 2014. Here are the top 10 banks whose wealth management programs grew the fastest during this period year-over-year.

Many investors would like to own high-yielding stocks that have very low risk. Unfortunately, in the real world, such beasts are extremely rare. The following 10 stocks are the current yield champs in the S&P 500 index.

When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.

FINRA hands out 18-month suspension, $10,000 fine and $233,000 in 'disgorgement' for selling away and nondisclosure issues, documents say.

The Atlanta-based IBD, which offers advisory firms both a broker-dealer and a fee-based RIA multi-custodial platform, is closing in on a record $20 million in new revenues this year.

The $3.7 trillion municipal market is on pace for its first monthly loss of 2014, and trailing gains in Treasuries amid a glut of issuance by states and localities.