Portfolio

To justify their higher cost, advisors need to go beyond a commoditized service. If you're merely providing asset allocation or portfolio rebalancing, you're in the danger zone.

Genworth Financial jumped in early trading after losses at the long-term care unit were narrower than some analysts had expected.

Investors in their 20s and 30s are advised to reduce their stock allocations since they are likely to change jobs and subsequently cash out a part of their accounts.

Seeking to bolster its team after co-founder Bill Gross left last year, Pimco announced it hired Joachim Fels as global economic adviser.

Which banks are advisors moving to? Ten recently switched to BNY Mellon, Bremer Bank, Regions Bank, U.S. Bank and Bank of America's U.S. Trust.

Each of these strategies has been used by one or more elite advisors to generate substantial increases in their performance.

"[W]e made a carefully thought-through decision to remain a private company and to retain our independence," said Eric Clarke, CEO of Orion Advisor Services, one of NorthStar's subsidiaries.

IMCA has partnered with MIT to offer an online education program as one of the steps needed for CIMA certification.

Retirement savers lose up to 25% of their savings from "leakages," or pre-retirement withdrawals that erode the assets a client will have at retirement, according to a new report.

Janus Global Unconstrained Bond Fund attracted an estimated $85.6 million in net new money in January, the lowest amount since Pacific Investment Management’s former investment chief Bill Gross took over as manager in October.