Portfolio

Four advisors made the switch from Wells Fargo's independent broker-dealer to Raymond James Financial Services.

Despite high volatility and the Great Recession of 2008, these funds never turned in a bum year.

These funds are only for true long-term planners. Nervous Nellies need not apply.

Among their chief concerns: being a burden on their families, according to a UBS survey.

Among their chief concerns: being a burden on their families, according to a UBS survey.

Whenever markets drop, clients start clamoring to hold gold in their IRAs. Here’s what to tell them.

These advisory hubs appeal to those to want both independence and a corporate structure.

Seniors increasingly rely on their advisors, so don’t let them down.

The complicated rules for 401(k) plans, IRAs and other retirement accounts have created many traps that even some smart investors fail to avoid; Plus, how Social Security rule changes affect your clients.

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.