Portfolio

Three deal-tested wealth management firms offered advice to planners at Schwab Advisor Services' annual Impact conference.

Social media can be treacherous for any large firm. Just ask JPMorgan Chase, which provoked a frenzy last week after its #AskJPM hashtag was hijacked by angry customers. Big banks arguably face more challenges than other large corporations because, while they must use social media to reach out to customers, they still face substantial reputation damage from the financial crisis. Following are some of the worst experiences banks have had to date.

For those nearing retirement, a market downturn may be something they simply can’t afford to endure. Without enough time to make up for the damage to their portfolios, they won’t be able to afford the retirement lifestyle they had envisioned.

Health insurance questions may dominate this year’s conversation, as the Affordable Care Act’s effects become widespread, but advisors should help clients with other key areas as well.

With stocks increasingly expensive and bond returns paltry -- what’s an advisor to do?

The Social Security Adminstration makes mistakes like everyone else and it claims a three-year statute of limitations on correction—so don’t delay

The head of the IRS’s small business unit said his division expects to move from focusing on audits of small corporations to partnerships.

Vanguard Races Ahead

Managed Accounts Growth Faster for ETFs than Mutual Funds

Advisors, attorneys and accountants are increasingly recommending donor-advised funds to clients interested in charitable planning. Here are some questions advisors should ask fund sponsors when helping clients select the right one.