Portfolio

Use investors’ habits and mental preconceptions to tailor financial plans that will work well for them individually.

The American College of Financial Services Board of Trustees named Robert R. Johnson, an author on wealth management and portfolio management topics, as the school's new president and CEO on Wednesday.

LPL's ability to service a cluster of firms attracts hybrid Financial Advocacy Network from the D.C. area.

The FPA’s new president-elect, Pamela Sandy, wants to help create a more diverse face of the advisory profession, raise the organization’s profile among lawmakers and build a culture at the organization to attract a new generation of planners.

Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds.

Writing options to increase cash flow might benefit clients who understand both the downside and upside risks.

Collecting Social Security benefits on your ex-spouse's record; No need to worry about Social Security; How a mini-retirement can rejuvenate your career

HighTower has recruited newly formed 401(k) practice Fiduciary Plan Advisors to its network platform.

It's going to be a slow week in the municipal market with a thin new issue calendar and light trading as market participants look to get their hands on paper before the end of the summer season.

By using income tax bracket arbitrage, some clients’ families will do better if the tax is paid sooner rather than later.