Portfolio

There is nothing to be nervous about — but there is a way to do it right.

Brokers who shed small accounts and focus on larger clients could earn a higher payout.

The IBD has boosted payouts for advisors as it trims lower producers from its ranks.

The $284 billion asset manager aims to track municipal bond prices in its mutual funds with the service.

Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.

Factor-based approaches to index investing have won heaps of investment. Can it last?

Clients should claim their retirement benefits only when other taxable income sources are used up, as their benefits could be taxed if their taxable earnings reach a certain threshold.

Both advisors are attracted by Ameriprise’s technology and investment options.

Attracting them means knowing what’s really important (hint: it’s not retirement).

Advisors should keep a close eye on these provisions, Dave Grant says.