Portfolio

Knowing the cost of a retirement community is key to making a smart decision, with independent living communities costing $2,520 per year; Plus, the price tag of a bipartisan bill averting Medicare doc fee cuts.

Consider a client's long-term investment goals before tax-loss harvesting; Plus, how clients plan to invest their tax returns, and ways to finance a son's or daughter's college bills through investments and tax breaks.

The amount of money socked away in retirement accounts jumped up 6% with U.S. retirement assets totaling nearly $25 trillion at the end of December 2014.

BlackRock endorsed stress tests of mutual funds and reiterated its view that individual asset managers don’t pose a risk to the financial system.

Federal agencies are working on a uniform fiduciary standard, but one NYC official believes states can lead the charge.

The $6 billion RIA seeks exponential growth by trading one private equity investor, Lovell Minnick, for another, Genstar Capital

Howard Marks said the impact on liquidity of ETFs, liquid alternatives and new rules designed to stop banks from trading with their own money has yet to be tested.

Traditional firms must boost their digital wealth management tools or risk being overrun by those that already do.

More acquisitions are expected in the digital wealth management space as firms look to quickly add tech platforms and services.

Northwestern Mutual, the nation's second-largest life insurance company, is buying LearnVest, an online financial planning start-up founded in 2009.