Portfolio

Investors are starting to take money out of their 401(k) accounts—despite taxes and penalties involved—assuming it will be replaced as markets continue to surge upward.

Despite questions about the hastily cobbled legislation, there's some consensus as to what advisors and their clients can do now to avoid unpleasant surprises.

The Private Ocean co-founder, also known for founding software company Junxure, calls Lakeview a "perfect fit."

Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.

ETF Managers Group accused the exchange of favoring interests in a competing product.

These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.

Retirees living overseas can still claim Social Security benefits, but they must see if their country of residence requires them to have a local bank account.

The regulator asked sponsors to hold off on registering funds investing in the currencies. Here’s why.

The West maintained its lead with the country's highest overall growth rate, though there may be signs that it is faltering.

Retirees should consider that state laws may differ on who may be legally recognized as a beneficiary's spouse and thus whether their partner would be entitled to spousal benefits.