Portfolio

An in-person getaway offered substantial benefits to members of an online, geographically diverse mastermind group. The group had a few tips for other advisors.

One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology.

The U.S. Social Security system is stronger than many people realize. Yet there are some long-term funding issues that need to be addressed. Here are some of the ways the feds could fix the system.

By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios.

Leverage technology and emphasize marketing, branding and service to compete with robos, IMCA attendees are told.

Former Federal Reserve Chairman Ben S. Bernanke is joining as a senior advisor, his second consulting agreement with a top money manager in as many weeks.

Asking the right questions early on, especially when a client runs a business, can avoid headaches down the road, says James Bergeron of Nuveen Investments.

Clients often confuse risk with uncertainty -- and other insights from author Stephen Dubner.

Lattice Strategies founder, Theodore Lucas, and Darek Wojnar, head of single-asset strategies at Lattice, discuss the separately-managed account provider's first ETF offerings and investment focus on risk.

We've restructured our planning sessions so that our advisors team up with a second CFP to deliver more robust advice. Here are three ways the approach pays off.