Portfolio

Like many planners, Shane Larson never received any training in psychology. Now he finds using basic counseling skills can help make relationships with his clients stronger.

The Fed chairwoman credits "the continued solid performance of the labor market and our outlook for economic activity and inflation."

These investment advisories paid the price for passing along performance data faked by a third-party manager.

Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.

Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.

An indirect connection to equities has helped FIAs weather this year’s market volatility.

TDFs allow advisers to help create a retirement glide path, but selecting the right fund for the right path can be a challenge.

To help identify fraudulent advertising , advisers will be required to create and maintain documents that demonstrate performance calculations or returns.

Clients can beat a costly pitfall that comes after missing a 60-day window on IRA rollovers by giving the agency their side of the story under a newly relaxed rule. Plus, ways to save when clients are too old for traditional IRAs.

Hedge fund manager Bill Ackman maintained his bet against Herbalife even after the company reached a $200 million settlement with the U.S. Federal Trade Commission.