Portfolio

The IRS has issued guidance on the potential approaches it may take in the future on proposed regulations for the excise tax on high-cost employer-sponsored health coverage in the Affordable Care Act.

Plus, how clients can avoid tax blunders, and why they shouldn't always stick to the standard sequence for tax-efficient portfolio withdrawals for retirement planning.

Asset management firms need to pay heed to the innovations happening in "fintech" right now, as peers and upstart digital firms provide clients with new ways to invest and manage money, and potentially new business models for the financial industry.

The world’s biggest money managers are mapping out proposals intended to grease trading in debt markets that regulators warn are at risk of seizing up in the event of a sudden rush by investors to pull cash.

A broad range of investors who have never thought about a family foundation can use donor-advised funds to pass on core values to heirs as part of their estate planning

Financial advisors and academics are helping retirees ensure their spending plans are on track by offering drawdown strategies that can adjust to age, account balance and other factors; Plus, five benefits of a capital gains retirement strategy.

President Barack Obama throws his support behind the Department of Labor's fiduciary proposal; advisors take to Twitter to voice their reply.

SIFMA's Karl Schimmeck discusses where the threats are coming from and what is being done to mitigate the risk.

Meet the investor of tomorrow. Based on a roundup of recent polls, here are some of the most important themes for advisors to consider.

In a rare independent-to-employee move, four independent advisors joined the employee channel of Raymond James.