Portfolio

Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.

Knowledgeably navigating 401(k) and IRA movements can have a massive impact on tax burdens — and the client relationship.

The advisors left Wells Fargo, signaling Stifel’s recruiting push will extend into 2020.

ETFs tracking themes — such as robotics, blockchain and cannabis — closed the year just 1% higher than where it started.

In the 1960s, iconoclastic reformers started a campaign to kill fixed brokerage fees. Today, we’re witnessing the logical culmination of that effort.

BlackCrown tried to call foul on Schwab’s anticipated acquisition, asserting it would become an “unlawful monopoly” and stifle innovation in the custodial marketplace.

Higher-than-anticipated health-care costs are among the most unexpected expenditures clients face in retirement.

The firm commission-free platform already included all Vanguard mutual funds and ETFs as well as thousands of third-party funds.

While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.