Portfolio

Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.

Also this week, Raymond James recruits from Morgan Stanley, and Mercer Advisors and EP Wealth Advisors make big M&A deals.

As Donald Trump's policies rattle the economy, partisan identities are driving investors toward very different outlooks on the stock market.

The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast approaching 29,000. (Plus, experts say he'll be writing big checks.)

As markets react to the tariffs, financial advisors are considering the short- and long-term impacts.

The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.

American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts.

The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.

Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional management.