Portfolio

The tax increases stem from lawmakers' failure to index the taxation on inflation, according to one expert.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.

A member-owned market is the wrong response to rising fees.

Taking these steps can help clients insulate themselves from some of the market volatility that we've been experiencing recently, says one expert.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?

Planners appear to be breaking away from the AUM fee structure.

By sending orders to an exchange they own, banks and brokers presumably can save money on trading costs.

The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."

Flat fees may not be as profitable or scalable, but they have significant benefits.