Portfolio

David Lau, the longtime COO at Jefferson National Life Insurance -- which specializes in Monument Advisor, a flat-fee variable annuity sold to RIAs and fee-based advisors -- has left the company.

Wells Fargo advisor tries unsuccessfully to convince his elderly client that he hadn't won a $5 million lottery and that the whole thing was really a scam.

What to do with an old 401(k) when changing jobs; Why it's so difficult to raise kids and save for retirement; 3 things to know about your 401(k)'s escape hatch

IUL policies, which are linked to a market index but promise not to lose any money if the market goes down, might be a way to protect portfolios while offering tax-free income for retirement.

While one prominent advisor calls the board's demand 'woefully overreaching,' a securities lawyer calls it a 'good, aggressive' tactic.

Should older clients' portfolios be adjusted more quickly to bring equity allocations to their desired level? New research says yes.

A paper that Hopewell published introduced stochastic modeling -- including the use of Monte Carlo simulations -- to the profession for the first time.

As the nation's 76 million baby boomers retire and live longer, advisors can expect to encounter more clients with memory and cognitive issues. Here are some of the red flags advisors should watch for.

Is it ever smart to tap retirement accounts early?; A 401(k) rollover checklist; 5 reasons why you shouldn't retire at 62

When it comes to predicting where U.S. borrowing costs are headed, the bond market isn't taking Wall Street’s advice seriously.