Portfolio

There can be benefits in enrolling simultaneously, but there are also incentives to consider in waiting on Social Security, instead of claiming benefits at 65 when Medicare kicks in.

The regional brokerage isn’t slowing down its recruiting efforts.

A months-long court fight ended when a judge granted the wirehouse’s request to restrict the advisors’ ability to contact clients.

Helping clients understand casualty loss rules following an unexpected tragedy.

In this circus of an industry, what chance does an average investor have of finding somebody who will actually work on his or her behalf?

At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.

Clients can often retire smoothly even during a downturn if they diversify and rebalance their portfolios properly, as well as pay off debts and maximize their Social Security benefits.

The regulator accuses her of misconduct; she says the agency is doing Morgan Stanley’s bidding.

Tim Sloan is finishing a year in which the Federal Reserve told the bank to stop growing, scandals emerged in more divisions, and the stock tumbled 25%.

Lu Zhang, a finance professor at Ohio State University, has something to say about your hot new index funds. Here's why you should listen.