Portfolio

More workers than ever are staying on the job well into their seventies, which will make the U.S. a "very different place" for the next 30 years; Plus, Why an empty nest can be hazardous to a client's retirement.

As fiduciary debate heats up, Garrett takes advantage of presidential spotlight to tell advisors to sign a fiduciary pledge.

Scott Mather, who replaced Bill Gross as one of the portfolio managers of the Pimco Total Return Fund, has been buying government-backed bonds, helping boost its total mortgage allocation to 30% on Jan. 31 from 20% in September.

ETFs continue to be dominated by three big players: BlackRock’s iShares, Vanguard Group, and State Street, which collectively control 82% of the roughly $2 trillion invested in ETFs.

A study by S&P Dow Jones Indices -- which clearly has a horse in the race -- says clients will profit more from buying a fund tracking the S&P SmallCap 600 index than one tracking the Russell 2000.

Beyond insurance options, a CFP/MD lays out the protocols advisors should follow to help clients best prepare for their later years.

BlackRock’s iShares, Vanguard Group and State Street collectively control 82% of the roughly $2 trillion invested in ETFs -- but other funds are gaining market share. Here's a ranking of the fastest-growing funds.

With estate-tax exemptions higher than they used to be, other issues (like income tax) may now be more important for some clients. Here are several planning issues that deserve a rethink.

Are you likely to change your job? Is your spouse unemployed? Do you expect non-taxable income when you retire? These reasons and more for why you might need an individual retirement account.

Wading into a battle between Wall Street and the White House, SEC Chair Mary Jo White said the agency will develop stricter rules for brokers.