The Latest

Forget complex equations: Simple math is the basis here.

How millennial clients can get more out of their tax returns; plus, a $1 million tax credit clients aren't taking advantage of, and comparing Roth IRAs to deferred comp.

As vice president, Adam Lorant is responsible for driving vision and strategy at PHEMI Systems – a Vancouver, BC-based big data company focused on the storage, management and governance of structured and unstructured data. He works closely with leading healthcare providers, insurers and other large data-driven enterprises to help them define and implement their big data strategies.

Retirees should expect lower returns going forward, but the safety of bonds still warrants a place in their portfolios; plus, considerations before taking Social Security early.

From ‘a darkness sweeping over the realm,’ to ‘the right thing to do,’ advisors and experts debate the changes wrought by a new fiduciary rule.

Given the potential for further ECB easing combined with Federal Reserve tightening in the near future, European stocks could perform well in the months ahead. Here are some European ETF choices for advisors and clients who favor dividend-paying equities.

Exclusive: N.J. Democrat discusses opposition to the fiduciary rule and its likely influence on advisors and the industry.