Portfolio

Experts debate the best options for advisors to use in the income-producing portion of client portfolios.

Critics of the DoL's effort to extend fiduciary responsibilities to retirement plan advisors scored a victory this week when the agency disclosed that it is pushing back the rollout of its proposal until at least next year.

Sure, today's rates are low. That makes it a great time to protect your clients against unexpected rises tomorrow. To arm your clients' portfolios against inflation, here are five investment categories to consider.

Advisors recount efforts to help troops, being rebuffed by the military and their hope for change.

Saving a few basis points on expenses is nice, but the critical issue is finding an ETF that does what you want it to do.

Following an investigation by Financial Planning that showed a strong link between money woes and troops taking their own lives, a lawmaker pushes for additional funding to help them get comprehensive financial advice.

Several banks have thrived on failed-bank acquisitions since the financial crisis. Here are the most active shoppers, in terms of the number of failures they have bid on, based on data from SNL Financial.

Saving a few basis points on expenses is nice, but the critical issue is finding an ETF that does what you want it to do.

By snapping up a series of independent B-Ds in quick succession. the RCS Capital executive chairman has instantly made himself an industry player. He talks to Financial Planning about his plans.

Two former Wells Fargo Advisors who managed $400 million have left to join a firm with Focus Financial Partners, the network of independent financial advisors.