Portfolio

The Foundation for Financial Planning and Give an Hour discuss partnership to deliver planning interventions for service members and veterans.

Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.

The Social Security mistake even its reps are making; calculating required distributions from your retirement accounts; should you drink the annuity COLA?

Before advisors recommend the increasingly popular hedged investment strategy, they better know the basics.

Competitive threat or recruiting target? The wave of retiring baby boomers will change the calculus for client needs -- and that's opening up a new opportunity for CPAs in wealth management.

The profitability of alts for investment managers and product originators promises that the deluge of alternative investment opportunities will continue.

Some research shows that alternatives have as much chance of hurting performance as helping. With so many new products available, how can advisors ensure that they're picking the right ones?

Planners who started their professional lives in other fields identify the crossover skills that make them successful.

With the number of independent workers on the rise, advisors need to know about the distinct issues that they face.

Wealthy clients need help raising kids who’ll value community well-being and financial stewardship. Here’s how advisors can help.