Portfolio

The SPDR fund's newfound appeal may be linked to its dividend yield, which has jumped to its highest level since 2008.

The company has been in conversations with ETF Securities and Global X, say people familiar with the matter.

The CEO of the firm’s parent says it expects to trim hundreds more advisors from its ranks over coming months.

The right strategy can put them “in the 0% tax bracket,” an expert writes.

“Serving the investment needs and opportunities unique to clients who reside outside of the U.S. has become increasingly complex,” the firm said.

As investment management becomes a supporting service, software providers are facing disruption.

“We’re going from a Civic to a Cadillac,” advisor says of the move.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

Advisors should consider how they are preparing for a rising rate environment.

The high-net-worth and ultrahigh-net-worth segments are growing globally “faster than we can grow advisors to cover them.”