Portfolio

There’s a 40% to 60% chance that the Federal Reserve will announce a reduction in its asset purchase program tomorrow, according to Mohamed El-Erian, chief executive officer of Pimco.

Tax practitioners will be charging more this year for tax preparation, according to an annual survey by the National Society of Accountants.

The annual report showed several big technology shifts this year. Here are a few of the highlights.

Whether you are planning to sell your business to an outside party, thinking of implementing an internal succession plan to transfer ownership to the next generation, or considering the strategic acquisition of another wealth management firm, an understanding of the true drivers of valuation is critical.

Only 42% of couples who have advisors work with them jointly, according to a new Fidelity study. Here's one way to fix the problem.

Very few funds have been able to maintain a top quartile ranking over the years, according to the S&P Dow Jones Indices’ S&P Persistence Scorecard.

With the new school year underway, clients are focusing on the best ways to use their 529 plan dollars. Don't let them make these mistakes.

On your to-do list: Decide on a holiday gift suitable for all clients that’s not cheap but won’t break your budget, that travels well, that can be used at home or in the office, that suits their special dietary needs and won’t clash with their upholstery. Here are some tips to help with your holiday shopping.

Spousal benefits are the meat and potatoes of Social Security planning. Have you helped your clients maximize their situation?

They’ve been called egotistic, impatient and self-entitled -- and they have a notoriously bad reputation when it comes to saving -- but advisors want them.