Portfolio

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

Analysis from a Symmetry Partners research executive questions whether higher risk really leads to higher returns.

More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.

Scottrade and Schwab fell out of the top three, while Capital One Investing led a retail bank surge in the J.D. Power report.

The group opted to join HighTower, which has added nine teams so far this year.

Most fortunes disappear by the time grandchildren have taken control.

Opponents of the regulation don’t have “new evidence” to beat back a final legal challenge, says the former assistant secretary of the Department of Labor.

C.L. King & Associates argued it did not break any FINRA rules.

Inflows signal an opportunity to reach advisers considering the asset class for tactical allocations.

Her concentration in college was in nutrition, but after hearing clients discuss money management struggles, the CLS manager’s focus shifted.