Portfolio

Today's advisors must have a robust and engaging digital presence. Here are some tips to help you bring your business into the 21st century.

Increasing the amount would be an added incentive to many people such as workers whose employers do not have a retirement plan; Plus, how new 401(k) contribution limits could help supercharge retirement savings.

The new aggregator offering a succession plan is drawing from experience: "I fit the category, I've been in their shoes," says 60-year old Joe Heider, founder of Cirrus Wealth Management.

Forming a practice with your child or another family member may seem like a great idea, but experts warn they take just as much work as any other partnership.

An Edward Jones advisor managing more than $114 million in client assets joined the Raymond James independent channel.

The firm will offer advisors expanded trust services and support with multi-generational family planning.

The IRA contribution limit in the U.S. is $5,500; Canada's limit is $20,000. If an investor is willing to put away that much money, why not allow it, one write asks.

Four ETP launches in 2014 crossed the $250 million asset milestone before the end of the year, while five ETPs launched in 2014 were closed before the end of the year.

Pacific Investment Management Co., the firm that has been pushing into equities since 2009, is expanding its stock offerings by adding seven new strategies with Robert Arnott’s Research Affiliates.

For dividend investors, who have traditionally found a haven in the sector, a plunging oil price may actually represent an opportunity.