Portfolio

This strategy allows clients to buy more shares over time, but it also can reinforce jitters if they're nervous about market declines; Plus, how clients can avoid Medicare Part-B increases next year.

Savvy moves in the fourth quarter can help clients owe less to the IRS next April.

Keel Point says it will now manage $150 million in assets in Chattanooga, Tenn.

Despite assurances from industry regulator that it's shelved the campaign to take over advisor exams, some officials worry the RIA sector is "one crisis away" from a new and adverse regulatory regime.

Private wealth will expand at a weaker pace through 2020 than previously forecast because the global economy isn’t advancing as quickly as expected, according to Credit Suisse.

Commission signs off on FINRA's proposal to compel brokers to include a link to the database on their websites after abandoning some of the more contentious aspects of the rule.

BlackRock is rolling out its first impact-labeled U.S. mutual fund. In the nascent world of impact investing -- backing profitable companies trying to produce social and environmental good -- it is a milestone.

Savvy moves in the fourth quarter can help clients owe less to the IRS next April.

Here are the best- performing mutual funds over the past three years with the lowest expense ratios.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.