Portfolio

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

The profession might be consolidating but solo advisers will survive and thrive, says columnist Bob Veres.

Many people have the misconception that Social Security will become insolvent over the next 20 years.

Planners who are agile enough can easily decide on what's best for them: switching to wirehouses, other large brokerages or going independent. Also, moving quickly may help them land the best deals, says a recruiting consultant.

Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

A once-reliable spring of retirement proceeds has all but dried up. Here’s how planners are making sure clients have alternatives.

What it really takes to transition your practice.

Federal Reserve Chair Janet Yellen’s speech Friday was hawkish enough for Goldman Sachs to boost the odds of a September interest-rate increase, while Pimco said there was nothing of note in her remarks.