Portfolio

Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.

The weird, the oddball and the most far fetched tax deductions clients have tried to take on their returns.

An advisor encourages her client to take advantage of ex-spousal benefits even though the client didn’t want anything to do with her ex.

Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials."

These funds have the highest 12-month price-to-earnings ratios. Nice investments, if you bought 12 months ago, but now they may be richly priced.

These funds have the highest 12-month price-to-earnings ratios. Nice investments, if you bought 12 months ago, but now they may be richly priced.

Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age.

The Fed chairwoman addresses lawmakers this week with mounting speculation against another rate hike happening in March.

Target date funds stumbled in 2015, after posting six years of positive returns following the financial and economic crisis.

Investors pulled more than $1 billion out of U.S. ETFs that invest in emerging markets last week, leaving the ETFs in the longest losing streak since September.