Portfolio

Not enough Americans are saving for retirement -- and the ones who are, aren’t saving enough. Which is why ING’s retirement division has launched a number of programs to help encourage individuals to save more in their defined contribution retirement plans.

In the second of a two-part series, Adam Moseley, managing director of Schwab Advisor Services' technology consulting group, talks about the benefits of making your client relationship management (CRM) system the command center of the entire RIA operation.

A hedge fund services unit of Citigroup in Bermuda has become the latest in a line of third-party middle and back office service providers to be sued by the trustee liquidating Bernard Madoff’s firm to recoup collect funds for disgruntled investors. The unit, called Citi Hedge Fund Services Ltd of Bermuda, was the fund administrator for the Kingate Global Fund Ltd. and Kingate Euro Fund, feeder funds that invested in Madoff's Ponzi scheme. Madoff is now…

Clients who serve as trustee of an insurance trust may get more than they bargained for if the life policy is not performing.

A new chapter of estate planning begins after a client passes on.

When it comes to trading, there are some considerations advisors can take into account to make their utilization of exchange-traded funds more efficient.

Skeptics who doubt investors' ability to identify good buys may be surprised

A five-pronged approach for college savings plan success.

Did investors do a good job of picking funds during the financial crisis?

A portfolio may be large but if it doesn't match up with the client's values, it's not working.