Portfolio

Advisors should report their performance in a way that articulates value and proves they are worth the expense, says Dynasty Partners CIO Scott Welch.

A merger or acquisition is a critical move, and many don’t work out. Are you ready to make the jump?

The rule could "very much professionalize an industry that very much needs it," says Robert Johnson, president of the planning school.

Despite the many benefits that IRAs offer, many people do not use them as a retirement saving tool; plus, what parents should know about Social Security.

Retirement investors have done well over the past three years; energy fans are still waiting for the bounce back.

Advisors can get a helpful best-practices checklist, which may also help build client relationships, from the Institute for the Fiduciary Standard.

Voices: an advisor earning a high single-figure commission from a variable annuity product should become a thing of the past.

The decision could put the spotlight on firms like Citadel, Millennium Management, D.E. Shaw and Bridgewater, which oversee a combined $654 billion in assets, according to SEC filings.

Bonnie Baha, the global developed credit director at DoubleLine, discusses several challenges facing fixed income.

The flexibility and broad selection of a regular investment account could outweigh the tax advantages of a 529 plan for funding higher education.