Portfolio

Low-deductible plans have thrived under Obamacare -- offering new tax strategies for both clients and advisors.

If transparency is so important to us as independent advisors, why are we using so much jargon?

As more people live into their 100s -- and as families in which four or five generations overlap become commonplace -- some core elements of financial planning need to change, says one longevity specialist.

The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.

A sharply increasing number of plan sponsors want financial advisor guidance -- but many of the RIAs on Fidelity's platform are just dabbling in the area, the custodian says.

The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.

U.S. mutual fund companies are pushing back against claims that some firms may be too big to fail, saying that subjecting a few large money managers to more regulation would hurt competition and ultimately fund investors.

James E. Stowers Jr., who built a billion-dollar fortune as founder of the American Century Investments mutual fund company, then gave most of it away for medical research, has died.

The two regulators are organizing outreach programs to provide an opportunity for advisors to talk directly with regulators about risk management, regulatory issues and compliance practices.

As fixed-income bets disappoint, multisector bond funds have gained notice. But not all advisors are smitten.