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Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

The key is creating a portfolio that clients will stick with through thick and thin.

The broker recommended that a recently retired couple invest $135,000 in a non-investment grade municipal bond intended only for sale to institutional buyers.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Clients could face a 100% penalty of taxes owed for filing late.

Have advisors learned nothing from the 2008 crash?

The market is estimated to be worth over $8 trillion in the U.S. alone.

Beefed-up market research will help the firm’s advisors, says President Adam Antoniades.

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

RBC has been on a recruiting tear, adding more advisors in the first half of 2017 than all of 2016.