Portfolio

Want to upgrade your skills? This reading list helps planners stay sharp.

Want to upgrade your skills? This reading list helps planners stay sharp.

Trading in retirement accounts rose as the market tumbled in the later part of August, suggesting that retirement investors panicked in the face of the market decline; Plus, nine factors to consider before buying long-term care insurance.

Three-quarters of economist surveyed by Bloomberg in August say the Fed will lift the upper bound of its target rate to 0.5 % at its Sept. 16-17 meeting.

The firm's Investment Advisors Division hires the senior vice president from Fidelity Investments.

Raymond James' Scott Curtis acknowledges technology is changing the industry, but says it cannot delete the human value in the art of investment advice.

Serving as an RCS Capital director proved too great a distraction from Larry Roth's role as Cetera CEO, a regional Cetera leader says.

U.S. stocks led a renewed rout in equities worldwide as concern that China’s slowing economy will hamper global growth roiled financial markets.

Advisors will soon have clients with negative net worth and clients worth seven-figures, and they'll need to have a command of both data sets, says Quovo CEO Lowell Putnam.

Affluent clients have certain expectations of their advisors. Read on to understand where they are experiencing service gaps so you can meet their needs.