Portfolio

The brokers moved their practices to rival firms Ameriprise and William Blair.

Instead of the client’s grown children getting a preset amount at, say, age 25, the decision is strictly at the trustee's discretion.

Caution is key across global markets as investors try to gauge whether the selloff is a harbinger or a blip.

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

Nuveen has pared allocations to non-U.S. developed market equities, while JPMorgan is dialing back global stocks positions in favor of U.S. shares.

As digital advice blends with traditional human services, firms are looking to expand into technology hubs around the country.

Seniors will have to pay income taxes on a certain portion of their benefits if their taxable income plus 50% of the benefits exceed a certain threshold.

This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.

Jason Holland is the latest broker to leave the troubled wirehouse.

Volatility isn’t rare — it’s more often the norm. While advisors know this instinctively, clients often don’t, so volatility catches them off guard.