Portfolio

Adding some guaranteed income to a portfolio drawdown strategy can provide longevity insurance, but there can be downsides to including annuities in a retirement plan.

PageOne Financial denies SEC charges that the RIA aimed to fund its own sale with commissions from advisor clients.

The cost of health care for retirees is a cause for concern, if not outright panic, for millions of Americans. But when you comb through the numbers, it’s not always so bad.

The end of summer is approaching, but the recruiting wars are not slowing down. Wells Fargo advisors recently recruited advisors managing more than $500 million in assets while rival Raymond James reeled in a Merrill executive to oversee a new branch office.

Firm switches to LPL to help it attract "overlooked" wirehouse advisors with $250,000 or more in revenues.

Reverse mortgage rules have become more stringent but qualified borrowers can benefit from financial flexibility.

3 lessons from S&P 500 high-point; Getting a read on mortgage REITs; Tax-free savings for education expenses

Most advisors won't get the price they want from selling their practices -- and don't really want to sell anyway, one study finds.

What to call funds that can invest in almost any liquid asset in the world?

In trying to find new young clients, many advisors are turning to online platforms. But that is not the only track to success.