Portfolio

The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be.

Regulators will be paying close attention to whether advisors properly safeguard the interests of elderly clients. Here's what to watch for.

Closely tracking the ETF market for Windhaven Investment Management, Linda Zhang is excited at the potential for overall ETF growth.

Benefits grow approximately 8% for each year between 62 and 70 that clients delay filing for Social Security, and future benefits will include cost of living increases. So why aren't clients taking advantage?

Martha B. Willis and her team have introduced over 17 new products across OppenheimerFunds and integrated the offerings of SteelPath, an energy-focused investment company and recent acquisition.

Amy Schioldager was responsible for BlackRock's first ETF portfolios in 1996. At the time, she recalls being told that ETFs would never be accepted.

Rarely has it cost so much to purchase low-priced stocks.

401(k) plans increasingly resemble the traditional pensions that guarantee a steady income for workers in retirement; Plus, personal finance tips for Americans considering retiring overseas.

Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk.

The time for advisors to discuss cognitive impairment is when clients are still healthy.