Portfolio

As hackers and scam artists become more sophisticated, screening for scams can be difficult. Advisors must understand the top threats to client data and what might happen in the event of a breach.

Wall Street profits fell 13% in the first half of the year to $8.7 billion, signaling a potential second straight annual decline, according to a report from New York Comptroller Thomas DiNapoli.

Pension dropouts cause pinch; Baby boomers face doctor shortage; 5 things to know before applying for Social Security

A growing number of advisors are using coaching services to help realize their dreams of becoming authors.

The deal will help Gratus Capital Management 'turbo charge' growth, says Focus cofounder Rajini Kodialam.

As investors flee Pimco's Total Return Fund, advisors may be exploring options for clients' fixed income allocations. Here are four intermediate-term bond funds with a gold rating from Morningstar.

Lawyers who regularly represent disgruntled clients who make allegations against financial advisors offer reassurance to the vast majority in the industry. Keep the big picture in mind and recognize that only a tiny fraction of financial advisors get sued, they say.

An advisor team with $400 million in client assets has left Wells Fargo to go independent with the help of Dynasty Financial Partners.

One Morgan Stanley CFP uses her bankruptcy to build bridges to her clients and hone her practice.

The list includes 20 CFPs with bankruptcies dating back to March 2009; none are subject to disciplinary action.