Portfolio

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.

With income taxes attached to hardship withdrawals, they are often advised to carefully weigh other options.

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.

The team joins Raymond James’ burgeoning brokerage ranks, which recently hit 7,862 independent and employee advisors.

What advisory firms need to know about getting the most out of their team.

"You should buy into IPOs to hold them, because you believe in the company," James Gorman said.

After his record $2.3 billion purchase of the Carolina Panthers, some clients became concerned the demands of owning an NFL team might be too distracting.

As much as 46% believe Medicare will cover the costs of long-term care.

The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.

The approved legislation relaxes rules for retirement savers.