Portfolio

LPL's ability to service a cluster of firms attracts hybrid Financial Advocacy Network from the D.C. area.

The FPA’s new president-elect, Pamela Sandy, wants to help create a more diverse face of the advisory profession, raise the organization’s profile among lawmakers and build a culture at the organization to attract a new generation of planners.

Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds.

Writing options to increase cash flow might benefit clients who understand both the downside and upside risks.

Collecting Social Security benefits on your ex-spouse's record; No need to worry about Social Security; How a mini-retirement can rejuvenate your career

HighTower has recruited newly formed 401(k) practice Fiduciary Plan Advisors to its network platform.

It's going to be a slow week in the municipal market with a thin new issue calendar and light trading as market participants look to get their hands on paper before the end of the summer season.

By using income tax bracket arbitrage, some clients’ families will do better if the tax is paid sooner rather than later.

Do retirees take the right amount of risk?; An overlooked vehicle for retirement savings; People don't realize they have self-directed brokerage accounts

Survivor benefits have some unique rules that separate them from the rest of the program.