Portfolio

Advisors are offered new automated tools to help clients manage a life after work.

What advisors need to know when a couple’s financial situation is more difficult — or sinister — than meets the eye.

The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Evelyn Zohlen wants to build on the association's initiatives — including helping next gen planners find career paths.

A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Practices can almost get rid entirely of expensive outside accounting services.

Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.