Portfolio

The offerings outperformed their developed-nation counterparts this year on the back of faster growth and narrower current-account deficits.

The independent advisor will retain branding rights and full autonomy.

Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.

The country’s sixth-largest IBD is shifting its management ranks in a change prompted by the fiduciary rule.

Will young RIAs lead the profession’s second uprising against the established status quo?

"At least 50% of our assets are three generations or more," explains Bob White of HighTower.

Surviving spouses will either receive their own Social Security benefit or the survivor's benefit, whichever is higher. But they also may get pushed to a higher tax bracket, which. in turn, could mean higher taxes on Social Security benefits.

Last year alone 226 Vanguard funds and ETFs reported expense ratio declines.

Expected new chief for financial products is fueling speculation for more innovative funds.

Raymond James grabbed five multi-million teams in a month. Other firms to see big transitions include Wells Fargo and Ameriprise.