Portfolio

Asset manager growth came largely from rising global asset values. At the same time, a continued shift into lower-cost products, such ETFs, pinched net revenue growth, while net new assets trickled in.

While payments to shareholders haven't fared well during the past six months, it's too soon to know for sure if this trend will continue.

Tips for clients on selecting the proper coverage when enrolling in Medicare, behaviors that can sink your client's retirement and seven questions to for clients to consider before deciding to retire.

These independent broker-dealers reported the highest portion of top-shelf advisors.

At 71, Bill Gross feels the weight of time. He figures he has a few good years left to prove the new Bill Gross is every bit as good as the old one. Maybe even better.

All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.

Not only are 403(b) retirement plans diversified, but the average cost of offering them decreased slightly from 2009 to 2012.

As the popularity of index investing soars to new heights, the emergence of index front-running is raising fundamental questions about so-called passive investment strategies, as well as how indexes are compiled and the role the funds themselves play in elevating costs.

Two advisors go independent with Raymond James, looking to structure their practice without wirehouse limitations.

As the baby boomer client base enters retirement, financial planners need new ways to handle Social Security claiming strategies.