Portfolio

How advisors can use 1099s to help address investment reporting issues that clients may have overlooked.

Advisors have gotten better at evaluating target date funds, says James Lauder, CEO of Global Index Advisors. But it remains difficult, he adds, because a uniform benchmark approach toward target date funds isn't available.

Here are some of the top questions advisors have when they consider outsourcing parts of their business operations to a third party.

More than half posted gains that exceeded benchmark indexes in 2015 through March 6, for their best start to a year since 2012. But the S&P 500, up 1.1% this year through Monday, is poised for its worst first quarter since 2009.

According to a Fundstrat Global Advisors survey of 3,265 funds, more than half posted gains that exceeded benchmark indexes in 2015 through March 6, for their best start to a year since 2012.

Which banks are advisors moving to? Ten recently switched to BNY Mellon, MainSource Bank, TowneBank and U.S. Bank.

Help make sure your clients aren't among those who say they wish they had saved more, or started at an earlier age. Plus, questions over the proposed revamp of Medicare payments to long-term-care hospitals.

The IRS issued a consumer alert warning taxpayers to beware of tax preparers who tell clients to give them their health insurance paymen

The heads of the employee and independent advisory channels will report to Ameriprise CEO Jim Cracchiolo when Don Froude steps down as president of the firm's Personal Advisor Group.

Big names in the bond industry have lent their names to actively-managed ETFs, betting their reputations will translate into investor interest. But active management's recent record against index funds makes it a tough sell for some.