Portfolio

One JPMorgan client thought it was “odd and weird” that the advisor called during the Memorial Day holiday, on behalf of Merrill Lynch.

The firm scaled back its investment bank after the financial crisis to reduce risk and focus on its large wealth-management business.

Municipal bonds can be a more lucrative option for some retirement savers than comparable, higher-yielding bonds.

Banks and wirehouses have a head start on data, while RIAs face challenges, according to a new report.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

Firms of all sizes have helped push fee-based business above commissions as the industry undergoes a transformation.

Variables tend to outperform the market and can offer risk protection.

The firm has been rolling out a robust suite of new and upgraded technology tools.

Some 1.4 million participants in private pension plans may be facing stiff pension cuts that could come as soon as 2028.

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.