Portfolio

2 advisor teams, Foran Financial Group and Sweatt & Walters, leave for Raymond James Financial Services.

This is it, our signature ranking of the top 50 financial advisors in the bank channel.

Retirees should consider downsizing their homes before taking a reverse mortgage; Plus, the only time when retirees should use retirement funds for something other than retirement.

This is it, our signature ranking of the top 50 financial advisors in the bank channel.

For many advisors and their clients, this practice has evolved from a strictly year-end affair. But does it pay off? Is it over-hyped?

As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.

If your clients think they're going to make money off the policies they're buying, it's time to give them a reality check.

A recent study compared advisors’ reactions during the last financial meltdown to PTSD. Here’s my advice for beating stress when markets go haywire.

Planners offer their guidelines for helping wealthy clients accomplish more good with their money.

Technological shifts happen quickly. The industry finally seems to have noticed.