Portfolio

The merger creates $1.9 billion independent powerhouse in Florida; boosts succession plan for next generation in both firms.

As pensions for retirees grow scarce, tax-free Roth IRAs increasingly provide cash flow to fill the gap.

'It's like rolling through a stop sign and you get the death penalty,' says the lawyer for Florida advisor Max Zavanelli.

Once obscure, business development corporations, small business investment funds, are attracting attention.

Because a trustee will have control over assets, choosing the wrong trustee can thwart a client's best laid plans.

Money market funds and liquid bank accounts currently lack returns but offer safety as well as liquidity.

BlackRock’s Fink Says Leveraged ETFs May ‘Blow Up’ Industry

BlackRock's Laurence D. Fink, who oversees the world's biggest exchange-traded fund lineup, said leveraged ETFs are a structural problem and have the potential to "blow up" the industry.

Money market funds and liquid bank accounts currently lack returns but offer safety as well as liquidity.

Experts debate the best options for advisors to use in the income-producing portion of client portfolios.