Portfolio

Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.

Do advisors know enough about alternatives to recommend them to clients? Here's one key to making sure you understand the investments' role in client portfolios.

Index mutual fund assets are at new heights but the pressure to keep costs down deters new entrants, says a Lipper analyst..

Do advisors know enough about alternatives to recommend them to clients? Here's one key to making sure you understand the investments' role in client portfolios.

When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg

Live online presentations can have a major impact on your ability to attract qualified prospects. Here’s how to get started.

Optimism abounds in an increasingly crowded market for servicing breakaway advisors.

Securities America will acquire assets of a Missouri-based full-service broker-dealer with 368 advisors and $2.4 billion in client assets.

Many new ETFs offer alternative ways to approach equities and fixed income.

Editor's View: Are Mutual Funds FATCA Enforcement Agents?