Portfolio

Like selling a car, asset managers can list their products’ specifications, but that isn’t always enough.

Assets topped $6 trillion as investors continue to move money into passively managed funds.

Fraudsters call seniors and get them to provide their Social Security number or pay a "processing fee" for the new Medicare card.

Tom Thives, a 34-year industry veteran, will head up the firm’s offices in New Jersey.

Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.

Life changes, like a child entering college or changes made to retirement goals, can leave serious gaps in financial plans.

A spike in volatility and changes in U.S. tax law are some of the reasons why the firm says clients have moved their money in the quarter.

Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio

The new fee system will impact more than 800,000 customers.

Making the right hire can ease workloads and free up time to spend catering to clients' needs.