Portfolio

An unexpected revelation inspired Elliot Weissbluth to launch HighTower Advisors.

Sometimes a planner's advice can go awry, despite best intentions.

Plan design features like automatic enrollment and automatic increases are having a positive impact. Such steps are designed to increase participation even from people who may be suffering from inertia, says a researcher.

Revenue from FIAs surged to well over the existing mark in the second quarter, while VAs stabilized after 17 straight quarterly declines.

Morningstar metrics can help advisors evaluate how vulnerable a company is in the transition away from a fossil-fuel intensive economy.

Taxpayers won’t get big federal write-off above state credit.

Just 36% of actively managed stock funds topped indexes in the year through June, down from 43% in 2017, according to Morningstar.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

Retired former CEO Mike Sherzan ran unsuccessfully for Congress in 2016, and he became chairman of the board prior to the deal.

The Biltmore Capital fund was dissolved at an almost total loss, but not before Caleb Overton raised $2.2 million from 10 investors.