Portfolio

The 40-advisor OSJ brings more than double the assets of any other new group unveiled across the IBD network in 2020.

Advisors need a complete picture of the unique defined benefits and compensation a veteran receives.

In unique circumstances, contribution limits to a Roth IRA do not apply. Here’s why.

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.

Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.

Big changes to regulations and retirement planning could be in the mix following the Democrat’s election victory.

But the regulator also ordered record payouts in 2020, including restitution through a self-reporting program that drew industry ire.

It’s at least the second time in just a few weeks that the firm has sought to limit the expense of rewarding well-paid employees.

“Their top holdings are focused on those companies that have benefited in a post-COVID world,” an expert says.

The private equity-backed firm’s bottom line has been less affected by coronavirus-related low interest rates than its rivals, Moody’s says.