Portfolio

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

The new recruits are the latest to join the regional firm from Wells Fargo.

It's tough starting a relationship with so much at stake. Here's how.

The firm also granted its new chief stock options worth $4.8 million following a debt refinancing.

Does the advisory industry need yet another risk assessment tool?

Nearly 60% of investors would explore changing firms if forced to switch, according to a J.D. Power study.

The firm boasts a unique strategy amid an ongoing exodus from junk bonds, which saw $5.68 billion in fund assets desert the securities last week.

Investors are ignoring large estimated payouts as they dump Moscow-listed shares on concern the U.S. won't ease sanctions on Russia as quickly as expected.

Advisers often use one number to determine a client’s appetite for — and ability to absorb — market risk. And that’s a problem, Michael Kitces writes.

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.