Portfolio

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.

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.