Portfolio

"There's a lot of nuance that's not reflected in simply listing personal bankruptcy," says Mark Witaschek, whose bankruptcy was cited in a board announcement.

Planners thinking of retirement often seek young partners to share the business. But such pairings can be tricky to pull off.

If you think that reverse mortgages are only for cash-strapped retirees without any other financial options, think again.

We asked advisors to share the buzzwords that they thought confused clients -- and to offer us alternative phrasings where possible. Click through to see their list.

Using social media to create a public presence consistent with their passions and expertise, advisors can position themselves for media attention.

April has been a busy month for advisors on the move, as regional and wirehouse firms have scrambled to keep up with each other in the battle for top advisor talent. See all the latest moves and promotions.

The IRS is anticipating the chances of a tax return being audited to be the lowest in years.

A pet trust can dictate the type of care a pet will receive after its owner is gone and supply funds for that care.

Research suggests that good vibes are good for business. Here's how you can get serious about your attitude adjustment.

In a market pressed for yields, this category's "go anywhere" philosophy deserves consideration.