Portfolio

Debt crises, fiscal cliffs and market bubbles will always capture headlines, but are often short lived.

Social media is included in regulatory requirements.

This may prove to be the right combination during times of uncertainty.

The proposed rule would require firms to have blueprints in place for natural disasters, cyber disruptions and transitioning clients if a practice winds down.

The new recruit is joining Corient Capital, an independent firm founded a year ago by ex-Merrill Lynch advisers.

Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.

The five worst-performing major equity funds -- each of which lost about 10% -- focus on international investing and hold anywhere from 12% to 20% of their assets in bank stocks.

Even as markets regain footing after vote turmoil, there is still a “dark cloud” that advisers must be ready to discuss, says Greg Valliere, chief strategist for Horizon Investments.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Some advisers continue to overstate the benefits, confusing savings with deferral.