Portfolio

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.

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

One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences and help them feel more confident in your advice. But if your philosophy is based on

One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences and help them feel more confident in your advice. But if your philosophy is based on forecasting which stock or market sector will be "hot" then those client experiences might not be very consistent.

Exchange-traded funds offer advisors a way to be aggressive when they spot an opportunity in the market.

Universal life insurance policies written decades ago when the average life expectancy was lower when interests rates were high are now causing headaches for financial advisors when planning for their clients' trusts and estates.

Exchange-traded funds offer advisors a way to be aggressive when they spot an opportunity in the market.

Market Street will hardly be the only new kid on the block fighting for market share in New York.

Securities America picks up a team with $100 Million in client assets while a Goldman vet heads to CapWealth. Here's a roundup of some of the most recent moves among independent financial advisors.