Portfolio

Advisers and clients may think it doesn't matter which account makes the distribution, as long as the total calculated amount is taken from some account. They are wrong.

The Herzfeld Caribbean Basin Fund (CUBA) was up as much as 17% on Monday morning, its best one-day showing since December 2014.

There are about 140 ETFs that feature a dividend screen in the markets, but only five hold U.S. stocks exclusively and have been around for 10 or more years.

From heightened competition to the potential for more M&A, here’s what the coming years will hold for planners.

Investing in more bonds for a short period is a good strategy for retirement savers to curb the sequence of return risk.

The team's three advisers all worked at the wirehouse for more than two decades.

54% of mutual funds underperformed their benchmarks since the election, researchers find.

From IRAs fully invested in gold to an ostrich farm, we asked planners about the most unusual investments they've seen.

The size of the firm may dictate what will work for advisers and employees.

The size of the firm may dictate what will work for advisers and employees.