Portfolio

These popular choices for asset allocation also have a history of solid performance.

The new recruit, who started with the wirehouse's predecessor firm Smith Barney, has been in the industry since the late 1990s.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.

On average, workers in 2015 put 6.8% of their salaries into 401(k) and profit-sharing plans, according to a recent survey.

The expansion of hybrid platforms and bank digital advice promises big changes and fierce competition in automated wealth management.

In December, $2.27 billion was pulled out of SPDR Gold Shares, the world’s largest ETF backed by the metal.

Women need help in investing, and new niche robo advisers are providing a means to achieving financial confidence.

There are limits to how much clients can contribute — exceeding these thresholds can result in costly penalties.

Black employees at the firm say lucrative client accounts were often steered toward financial advisers who weren’t black.

Having lost AUM over the past year, advisers are investing time and resources in new engines of growth.