Portfolio

Investing in health funds in recent years would have kept your clients healthy, wealthy and wise.

Finding the right investment mix is challenging since it's an imprecise science and depends on market history and asset class valuations; Plus, what clients need to know about the first required distribution.

Investing in health funds in recent years would have kept your clients healthy, wealthy and wise.

Several factors should be weighed when clients are deciding whether they should defer taxes on their investments.

The bond market, which has seen a bit of a rally in the 10-year space due to demands associated with a flight to quality, will inevitably continue to see downward pressure

The New York Stock Exchange may still be the king of ETFs among U.S. stock markets, but challengers to the throne are gaining ground.

Naureen Hassan, who oversaw Charles Schwab's Intelligent Portfolios Service, will lead Morgan Stanley's strategy for digital tools and platforms.

To understand the direction of digital advice, look to the industry experiences of the mid-90's and the early 2000s, says Mitchell Caplan, CEO of Jefferson National.

Roll-up also adds $50M AUM Harvest Group Financial Services.

If advisors answer these 4 questions correctly, they’ll be in good shape to start an independent firm, says Fidelity’s Bob Oros.