Portfolio

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Three index funds may be all clients need. But that's rarely what they end up with.

Corporations, banking trade groups and consumer advocates are looking for favorable legislation from Congress.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

Many carriers offering long-term care coverage are experiencing financial woes and may no longer guarantee payments when clients need them.

The wirehouse said recently it plans to stop recruiting experienced advisers, but made an exception if talks with recruits started before June 1.

Advances in technology and better informed clients are forcing firms to adapt their strategies to a changed business environment.

Overall, the nation's wealthy are expected to add to their growing fortunes in the years ahead.

What’s a planner to do when clients say their child, a new advisor, is asking them to invest?

Buying behavior may reflect underlying imbalances and mismatches between desired holdings and what’s available to purchase.