Portfolio

Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.

The proposed budget includes a provision that would give Medicare recipients the option to contribute to a health savings account, which would offer various tax benefits.

The financial crisis hurt banks' ability to pay dividends — now they may be on a comeback.

The move is the latest in trend of advisors leaving wirehouses for smaller firms.

Concerns came into focus when a $1.9 billion exchange traded note lost 90% of its value in a single day.

Investors in higher-beta credit funds are shunning longer-duration debt following recent equity turmoil.

Although smaller companies could be volatile, those that pay dividends tend to be more mature and profitable.

The firm is tapping a pool estimated by LPL to be as large as 1,200 brokers with $35 billion in client assets.

Both long and short investments focused on volatility were mostly crushed lately.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.