Portfolio

After several false starts this year, the Senate is gearing up for a vote on a major cybersecurity bill backed by the banking industry.

IRS: There is a special rule for those who rent their residence for 14 days or less.

Keep your reputation intact, and your clients on track, by telling them to expect modest stock returns in the future.

IRS: There is a special rule for those who rent their residence for 14 days or less.

Seniors who consider filing for Social Security benefits before the end of the year to avoid a hefty increase in Medicare Part B premium next year are advised to drop their plan; Plus, eight ways to build more retirement wealth.

Serving public shareholders conflicts with LPL's ability to serve advisors and clients, says David Pickler, who has moved to Commonwealth Financial.

Almost half of U.S. workers didn’t have a company-sponsored retirement plan in 2013, compared with 39% in 1999, according to an analysis of Census Bureau data by the Schwartz Center for Economic Policy Analysis at the New School for Social Research in New York.

Almost half of the $75 billion buyout loans arranged in the U.S. last year and tracked by Bloomberg in the secondary market are trading below their issue price.

Only 42% of advisors have discussed long-term care with more than half of their clients. The reason for their reluctance may be due to clients' focus on saving money for retirement.

A multi-year plan coincided with third-quarter results that missed analyst estimates, partly because of a bigger-than- expected drop in managing clients' money, the business the company wants to expand.