Portfolio

"One thing we can tell you is our opposition was there before us," says FPA's director of advocacy. "We heard over and over again the argument that if a fiduciary standard were extended to broker-dealers the middle market would be hurt."

A new classification system from Morningstar is intended to help advisors and investors better identify, compare and analyze these active exchange-traded products.

Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank

Advisors must understand one of the newest trends in philanthropy: Giving away illiquid assets.

Some managers may out-perform short-term, but "you can't tell good luck from good skill, or bad luck from bad skill," the Nobel winner says.

Many parents are not saving enough for their children thanks to their own unpaid student loan debts, according to new study from the CFP Board.

Currencies can offer investors high returns, but advisors should be aware of the dangers of buying equity and currency assets from the same place.

Want to know what matters most to the people who make your business run? Here’s how to set up a panel to get better client feedback.

The Securities and Exchange Commission will probably use emergency court action to stop state and local governments from selling municipal bonds if it thinks their offerings are fraudulent, an enforcement division official told bond lawyers meeting here.

DoL projects federal estate tax exemption could reach $5.43 million by 2015; Limits on tax-free lifetime gifts projected to rise for 2015; Backdoor tax increases may hit investors