Portfolio

How advisors can take the costs out of estate planning for their clients. Plus, when it makes sense to make after-tax contributions to a 401(k).

The Internal Revenue Service has not yet adopted the updated assumptions on American's average life span, allowing companies with defined-benefit pension plans to incur at least $18 billion in savings next year; Plus, why the 4% withdrawal rule shouldn't be dismissed.

Pacific Investment Management Co.’s flagship fund fell below $100 billion in assets for the first time in more than eight years, leaving it with about a third of the money it managed at its 2013 peak.

Want to upgrade your skills? This reading list helps planners stay sharp.

Want to upgrade your skills? This reading list helps planners stay sharp.

Trading in retirement accounts rose as the market tumbled in the later part of August, suggesting that retirement investors panicked in the face of the market decline; Plus, nine factors to consider before buying long-term care insurance.

Three-quarters of economist surveyed by Bloomberg in August say the Fed will lift the upper bound of its target rate to 0.5 % at its Sept. 16-17 meeting.

The firm's Investment Advisors Division hires the senior vice president from Fidelity Investments.

Raymond James' Scott Curtis acknowledges technology is changing the industry, but says it cannot delete the human value in the art of investment advice.

Serving as an RCS Capital director proved too great a distraction from Larry Roth's role as Cetera CEO, a regional Cetera leader says.