Portfolio

The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans.

Hundreds of mutual fund and ETF providers gathered at Morningstar's Investment Conference last week to pursue their equivalent of high-speed dating: meeting face-to-face with the 1,400 planners and advisors in attendance.

"Smart beta" ETFs are attracting funds from both active managers and passive indexes.

Accountants may have some concerns about forming an alliance with you. Be sure that you can understand and address their fears.

High-net-worth clients increasingly find themselves having to support adult family members while Millennials consider how they can align their investments with their values.

On first Capitol Hill advocacy day, FPA advisors are meeting with policymakers to push for greater fiduciary oversight and regulation.

Expert View: Small Budget, Big Impact

The Federal Housing Administration clamped down further on reverse mortgages, saying it will no longer insure a variant of the product featuring a fixed rate and a line of credit.

Dos and Don’ts with 401(k) Plans; Building Retirement Savings; Income Strategies

Paul Mahan is back in his old position at Commonwealth after a month with LPL Retirement Partners.