Portfolio

Dental expenses can eat away a considerable amount of retirees’ savings, but these costs are important to prevent health complications and other medical expenses.

Chuck Person persuaded student-athletes to form illegal business relationships with at least one financial advisor.

Strategic buyers have less cash but more flexibility, experts say.

Ladenburg Thalmann’s largest IBD also says it recruited more than 300 advisors with $2 billion in AUM in 2018.

More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.

Despite the weakest one-year performance, these funds had double-digit annualized returns the past three years.

The advisor trio joined the firm after its best recruiting year ever.

Cautious clients and muted markets are making CEO Sergio Ermotti’s job more difficult.

After expanding into a $7 trillion industry, index funds are facing slower asset growth and declining fee revenue.

Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.