Portfolio

A group of independent financial advisors has moved to LPL’s corporate RIA custodial platform.

This year, for the first time since the financial crisis, hedge funds are winning.

One way ETFs are more tax-friendly than mutual funds; Plus, how entrepreneur clients can stop overpaying on taxes, and when AMT doesn't have to mean "assume more tax."

Global equities find growing favor with advisors and clients.

The traditional way of charging clients is rapidly falling by the wayside as advisors seek better options. Don’t get left behind.

Plan sponsors are automatically enrolling newly hired employees, as well as those employees who are eligible but not participating in a retirement plans; Plus, the dos and don'ts for the final years of a client's career.

Still a work in progress, the product will be less "robo" and more expensive than some of its competitors' offerings.

U.S. House Republicans are proposing a 7.7% cut to the IRS budget, setting the boundaries for a budget standoff over the next few months.

State Street Corp., which opened the first U.S. exchange-traded fund in 1993, is starting its first currency-hedged ETF.

The retirement account faces three significant forces that will shape its future: regulatory reform, demographics and expanded coverage. See how they're likely to play out.