Portfolio

Small market participants have less access to support and appear to be less knowledgeable and engaged in their workplace retirement plans.

John Brynjolfsson, the chief investment officer of Armored Wolf, said he is closing the money management firm to outside investors and converting it into a family office.

Here is a handy checklist for clients preparing to change their living situations.

If second-guessing has begun, consider why you initially recommended the stock---that reason can still be valid even if prices are falling.

Team advisors attract more affluent clients and generate more revenue than solo practitioners, according to PriceMetrix.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Defined contribution plan sponsors cannot track the owners of between 2.8 million and 4.8 million retirement accounts or 5% of the total number of accounts; Plus, why a solo 401(k) could be the best way to save for retirement.

Employees are gaining confidence in their short-term finances but the majority is still not saving enough for retirement.

Only 10% of ETFs are in positive territory, after market selloffs in the U.S., Europe, and Asia, and a plunge in commodity prices.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.