Portfolio

Our IRA expert answers questions about the number of recharacterizations allowed, earned income contribution rules and how to purchase annuities without a tax hit.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

In a court filing, the CFP Board says it has logged more than 2,000 hours of legal work in a lawsuit by two Florida planners.

Beyond using social media to draw attention to themselves, advisors can also use these social platforms to connect with journalists in-person.

What banks are advisors moving to? Fifteen recently switched to BNY Mellon, Citi Private Bank, Northstar Bank Colorado, Regions Bank, U.S. Bank and Webster Private Bank.

Revenue growth combined with high expenses and a challenging recruiting environment; CFO calls advisor pipeline 'solid' despite defection of 40 bank advisors.

Mohamed El-Erian, who quit Pimco in January amid reports of clashes with Bill Gross, said the legendary bond manager is still one of the world's great investors.

The U.S. Securities and Exchange Commission is reviewing whether certain alternative mutual funds that mimic riskier hedge-fund strategies are complying with leverage and liquidity rules.

BlackRock Inc. said it will list an exchange-traded fund on the Brazilian stock exchange to track the U.S. benchmark Standard & Poor’s 500 Index.