Special Program Root Tag

As the IRS steps up its scrutiny of virtual currency, reporting the transactions correctly is essential.

Firms’ head counts show how they’re responding to a challenging time in which experts predict the number of advisors to fall in coming years.

Digital assets are an increasingly important, yet overlooked, part of a client’s profile.

Helping clients navigate the complexities of tax reform is even more of a priority.

Given the steep rise in the price and use of virtual currencies, expect clients to have questions.

The S&P index of 18 asset management firms and custody banks is down nearly 11% this year, compared with a gain of more than 8% for the broad S&P 500.

Advisors may need to shed the AUM model of the past, says the TD Ameritrade Insitutional president. Also: The biggest threat to RIAs and the outlook for job-hunting advisors.

The longest bull run in American history makes this environment an opportune one to cash out equity positions.

The firm gathered nearly $1 billion since creating the industry’s first free index mutual funds in early August.

Clients can find broad diversification or dividend growth, but it's tough to find both. Here are some ideas.

Careful planning and frugality can lead to early retirement – but only if clients are truly committed to the goal.

The expense ratios for these funds were closer to that of the average actively managed equity mutual fund.

Computer algorithms could increase portfolio returns by whole percentage points.

I underestimated Hurricane Matthew. I won’t do the same with this storm.

It’s the first U.S.-domiciled index ETF of ETFs with access to the global investment-grade credit universe, the firm said.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.