Portfolio

Events are a great way for advisors to build business and interact with qualified prospective clients, but you must be creative. Here are some fresh ideas.

Clients who suddenly come into newfound wealth can see that money dissipate just as quickly as it appeared. Advisors can be an anchor on financial reality. Here's how.

Given the increased volatility, now is a good time to examine some of the subtleties of dividends and dividend-paying stocks.

Registered investment advisors are clearly on the up and up, and the growth of the sector is exerting pressure on how ETFs and mutual funds are distributed and marketed.

Given the increased volatility, now is a good time to examine some of the subtleties of dividends and dividend-paying stocks.

American investors' long-term financial goals are out of sync with the risks they're willing to take to reach them, a new survey finds.

Investors often give their advisors the wrong objectives for a portfolio. Here's how to steer them in the right direction.

Merrill Lynch led the pack at the beginning of May, recruiting a team with $3 billion in AUM. But it wasn't the only winner in the recruiting wars. See all the latest moves and promotions across the industry.

For clients who are public sector employees, a government pension could mean a reduction in spousal Social Security benefits.

In the long term -- and in the extremely long term -- funds with the lowest market caps have the highest ranking.