Portfolio

New research has found that funds with a high percentage of assets in ETFs underperform funds that hold stocks.

401(k) participants can create a pension-like source of retirement income by using a portion of their assets to buy a longevity income annuity.

Dependent care flex spending accounts can help clients mitigate child care costs, but also reduce tax credits otherwise available.

Increased longevity will challenge the performance and use of products, said Sri Reddy, head of full service investments at Prudential Retirement.

The benefits of going independent are alluring, but wirehouse advisers can't afford to discount the formidable challenges ahead.

RIAs are exploring new ways of compensating their advisors, just in time.

With more Americans living past the age of 70, experts say they should not be forced to make unnecessary taxable withdrawals.

Firms will be permitted to place a temporary hold on disbursements of funds when there is reasonable belief of financial exploitation.

The S&P 500 has limited potential for returns over the next couple of years, in contrast to European equities, which are trading at a discount to their U.S. counterparts.

At least 27 brokers have joined the firm, including a father-son team from UBS with $261 million in AUM.