Portfolio

Mark Spangler, who used NAPFA affiliation to attract clients before losing most of their assets, was taken immediately into custody at his sentencing.

Transferring partial property rights to a preservation group offers financial and non-financial rewards at acceptable costs as long as the proper procedures are followed.

Transferring partial property rights to a preservation group offers financial and non-financial rewards at acceptable costs as long as the proper procedures are followed.

Bonds from Puerto Rico's record $3.5 billion general-obligation sale accounted for one-third of the trading volume of the entire $3.7 trillion municipal market on the day of their issue.

Emerging-market stocks headed for the steepest weekly drop since June while currencies weakened amid growing concerns that China's economic slowdown and Russia's standoff with the West will spur capital outflows.

Bill Gross, who runs the world’s biggest bond fund at Pacific Investment Management Co., cut holdings of Treasuries and U.S. government debt in February as turmoil in Ukraine fueled haven demand and investors bet the Federal Reserve will conclude bond purchases this year.

IMCA and CAIA are teaming up to fill in a knowledge gap about alternative investments, offering a new online education program that teaches the basics to the uninitiated.

Lifestyle practices get a bad rap. But one of my main goals when starting my RIA was to build a business and a life that met my needs.

The variable annuities sector stabilizes as issuers find a balance between provider risk and client protection.

While the cloud shift and mobile tools continue to dominate, a few newer patterns emerged at this year's T3 conference.