Portfolio

"Branding initiatives are critical today, and the CFP Board should be applauded for its effort, but it's really difficult to assess the effectiveness of a national campaign on a local level," says marketing expert April Rudin.

Handling taxes for both Social Security benefits and plan distributions can be confusing. Here's how to help clients.

The industry's top young producers share how they made it to the top.

On Wall Street annually honors the industry's top young producers. Advisors ranked numbers 31 to 40 share their secrets.

These advisors are ranked most consistently among the best of the best.

Opponents warn definitions are overly broad and call on advisors and brokers to make their voices heard at the Labor Department.

What marriage equality means for Social Security benefits; Plus, why couples have to negotiate their visions of retirement.

Analysis: Fortunately, three industry giants appear more concerned about earning market returns and avoiding foolish behavior than introducing new "hot" products.

Two veteran advisors went independent with Dynasty, dwarfing the firm's previous recruits.

Following a strong first half this year for both U.S. mutual funds and ETF assets, many industry leaders are keeping a positive outlook for the remainder of 2015.