Portfolio

The independent broker-dealer has added former LPL affiliate Nelson & Nelson Wealth Management of Camarillo, Calif.

But the asset allocation and rebalancing service will launch first for retail before rolling out to Schwab advisors.

Canada is a huge country, and it is also the U.S.'s largest trading partner. Yet, odds are that you and your clients don’t have any pure Canadian investment assets in your portfolios. You might want to reconsider.

How a planner can help keep unequal inheritances from tearing a family apart.

What older workers can and can't do with their 401(k) plans; 401(k) investors are 'so dumb'; 401(k) contribution limits will increase for 2015

Midsize firms are proving to be an M&A sweet spot: "The next leap for firms with $500 million or less is $1 billion, but they can't get there on their own," says Michael Bilotta.

Fending off cyber intrusions is becoming a cost of doing business, but when advisors find that their practice has been breached, they need to follow a plan for assessing the damage.

Financial institutions need to take preventive steps to avoid financial losses and the exploitation of their elderly clients. Are you prepared?

The IRS has released its new contribution levels for tax-deferred savings plans in 2015 -- and the higher dollar figures may mean more to clients right now than in other years, says CFP/CPA planner Karl Schwartz.

The “reverse churning” comes in when the client is in a wrap program, despite being a low-volume trader.