Portfolio

Three in five retirees cite staying mentally active as the reason they want to continue working; plus, if clients work in retirement, they should keep this in mind.

Your clients' money is no good to these portfolio managers, but investors who already own these funds can still reap the rewards.

Investors are poised to pull as much as $400 billion from U.S. money market funds that buy commercial paper, predicts JMorgan Chase.

State Street's asset-management arm is starting an ETF that will track U.S. companies with female leaders.

Eye and voice client verification is now affordable enough that the technology once considered science fiction could be an alternative to present-day password options.

Your clients' money is no good to these portfolio managers, but investors who already own these funds can still reap the rewards.

The commission also settled related charges against First Southwest, a financial advisor, for failing to document its advisory relationship with the agency for seven months.

Advisors are now recommending reverse mortgages as a good option for clients to boost their retirement income, thanks to new housing rules; plus, how not to let divorce derail your clients' retirement plans.

Three veteran advisors departed the wirehouse to join independent firm U.S. Capital Advisors.

Solo advisory owners have it tough. How do they manage to oversee a practice, meet client needs and still have a life?