Portfolio

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.

Monte Carlo simulations can only do so much.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

ACG Wealth’s affiliated IBD has also added teams from LPL and Merrill Lynch. Its CEO says the firm is just getting started.

In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.

The time has come for advisors to reexamine this key business relationship, Nina O’Neal says.

Rapidly shifting economic conditions, a new tax law and fee pressure are among the challenges in the year ahead.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.