Portfolio

Many Americans are facing bleak retirement prospects as a result of the current do-it-yourself retirement system.

The group is led by a veteran adviser who started her career in the late 1980s.

The recruit leaves a team led by a past On Wall Street Top 40 Under 40 adviser.

Adviser Zaneilia Harris seeks out clients who resemble a former version of herself — young, single, African-American women struggling to make wise choices — and keeps them by structuring compensation in an atypical way.

It's not too late to help clients improve their tax situation for 2016 and beyond.

Banks are slowly migrating budgeting capabilities to mobile offerings.

It turns out that common cognitive shortfalls apply to Social Security planning as much as investment strategies.

The recruit oversaw $110 million in client assets while working for the wirehouse, according to the regional firm.

How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.

Many pension plans are facing financial woes, with many of them reducing pension payouts to their beneficiaries.