Portfolio

Three of the top five winners were in the technology sector. Among the biggest losers through November are companies with commodity products.

A 69-year-old retiree who is in good financial standing overall needs to buy more equities with large cash stake; Plus, clients who want to retire at 55 need to consider health insurance needs before they become eligible for Medicare.

Regulator could make some "immediate" changes; arbitration reform advocate says he's "hopeful."

Some may not want to get dressed, shaved and made up before meeting on camera.

The Fed raised interest rates for the first time in almost a decade in a widely telegraphed move while signaling that the pace of subsequent increases will be "gradual" and in line with previous projections.

Your firm can’t rise to the top by dragging its feet on tech offerings.

Here are strategies and data to remember from fellow advisors and industry analysts.

Looking ahead to 2016, executives are focused on responding to regulatory demands, technological changes and managing market challenges.

The $358 million Northeast fund dropped 8.8% in the month through Dec. 14, more than any U.S.-based high-yield credit fund with at least $100 million.

As lawmakers broker a compromise to keep the government funded, industry groups vow to continue the fight to delay Department of Labor's controversial advisors rules.