Portfolio

Major home and car repairs are among the unexpected expenses that catch many retirees financially off-guard.

"We're moving to a subscription economy," says Motif CEO Hardeep Walia. "There are subscriptions for almost anything — music services, health care — why not investing?"

Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.

Market valuations are generally high this year partly due to a lack of rate increases, but fourth-quarter positioning can still present opportunities.

Donald Trump defends paying no federal income taxes on some of his returns from decades ago.

No more golf balls: Business-building giveaways that clients really want.

These certificants are multiplying — and so is their revenue.

The new recruit has been in the industry for nearly 3 decades.

The wirehouse's newest recruits operate from two offices on both coasts.

Even as more planners see opportunities in the rule, a large cohort are reconsidering their careers.