Portfolio

Older clients have more assets, but younger investors are leading the digital charge.

The No. 1 IBD cleared him of any wrongdoing then said he still faced the probe after leaving the firm months later, according to the lawsuit.

Clients may be compelled to sell their shares as nearly 90% of the products have experienced losses this year.

The firm allegedly hired and promoted fewer women than men and paid them less than their male counterparts.

The average retiree may need to save far less than you are currently projecting.

Two in three plans offer a Roth savings feature, an option 401(k) participants should take advantage to reduce their tax liability.

The advisor defrauded some 60 victims by using their money to pay off earlier investors, fund his own speculative trading and pay his personal expenses, the SEC claims.

Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.

As equities in the sector extend a $3.8 trillion rout, the strategy has resulted in annualized returns of as much as 190%.

Advisors want to help clients discover their "sleep well at night factor" when it comes to cash reserves, one planner says.