Portfolio

The firm is recommending investors continue to buy five-year U.S. sovereign debt, even as the securities head for their worst month since February of last year.

The firm's expansion may also include assignments on private placements and unsecured-debt from real estate investment trusts, an executive says.

Since December, almost $90 billion has been withdrawn from mutual and ETFs, exceeding outflows from all but one year at this point of time in data going back to 1984.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

The profession might be consolidating but solo advisers will survive and thrive, says columnist Bob Veres.

Many people have the misconception that Social Security will become insolvent over the next 20 years.

Planners who are agile enough can easily decide on what's best for them: switching to wirehouses, other large brokerages or going independent. Also, moving quickly may help them land the best deals, says a recruiting consultant.

Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.