Portfolio

Experts say conditions are right for allocations to return to their peak in 2013, potentially unleashing $350 billion of new money.

Low costs and an overall shift toward passive are only part of the reasons why they are leaving such an impact, according to four experts’ testimonies.

After a social media quote provoked criticism, the special advisor on gender diversity replies.

Custodied assets from advisers are shifting in unexpected ways, as Financial Planning’s exclusive research shows.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Three index funds may be all clients need. But that's rarely what they end up with.

Corporations, banking trade groups and consumer advocates are looking for favorable legislation from Congress.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.