Portfolio

Guaranteed pensions still exist for some lucky retirees; financial planners need to know how help those clients make the best pre- and post-retirement planning decisions to effectively manage the steady income.

4 reasons not to panic about Social Security; The role of bonds in a portfolio; Education trumps retirement for single parents, and that's a cause for concern

Derek Bruton takes the top job at a firm with historical ties to an advisor that the SEC has barred from the industry.

In response to online rivals, Mark Cortazzo created a passively managed portfolio service and offered it on the Web.

Focus Financial Partners named Dan Sontag, a former president of Merrill Lynch's global wealth management unit, to its board of directors.

After years of impressive performance, the bank loan market may be losing its edge.

'I think an entry by Schwab may be more of a threat to established advisors by putting even more downward pressure on fees,' says Grant Easterbrook, Corporate Insight analyst.

A new study finds substantial savings and comfortable retirements when defined contribution plans are combined with Social Security income and lifestyle changes.

Multiple reasons for business owners to offer 401(k) plans; Rules for juicing up your retirement account; Retirement number, who cares

A pair of new studies released this week find that planners' biggest concerns now center on a potential equity market downturn.