Portfolio

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Weissbluth will step down as CEO and become chairman.

The Advisor Group IBD acquired Capital One’s in-branch brokerage unit last month, but it hasn’t stepped away from traditional recruiting either.

The firm is trying a new approach 10 months after quitting the Broker Protocol.

Elkhorn Capital is being sued by investors who say its founder misrepresented a marketing relationship with Barclays.

While diversification is important, more isn’t always merrier with these funds.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.

Many want to work as holistic planners, but common, entry-level jobs can easily lead to dead ends.

That’s the sum companies are expected to bring onshore due to the Trump administration’s tax overhaul.