Portfolio

As four officials begin terms as volunteer chairmen of CFP Board councils, a former panel chairman highlights the challenges they may face.

Here's what advisors can do when a client resists selling a stock that's grossly overweighted in his or her portfolio.

Fewer retirees are expected to receive spousal or survivor benefits from Social Security and private employer-sponsored pension plans in the future, increasing their economic vulnerability, according to a new government report.

U.S. stocks swung between gains and losses, after the Standard & Poor’s 500 Index closed near a record, investors awaited testimony from the Federal Reserve’s Janet Yellen and tension increased in Ukraine.

'There will be absolutely no pressure to sell any of our products,' says RCS chairman Nicholas Schorsch, who built a fortune on nontraded REITs but has recently been acquiring several big independent B-Ds.

A survey of 500 mass affluent investors by an industry association finds -- conveniently -- high awareness and use of nontraded REITs.

High-powered female professionals have a specific set of needs and expectations. Use these tips to make sure your service measures up.

For RCS advisors and brokers, the sweet spot will be individuals and families with $300,000 to $3 million in investable assets, Schorsch says.

Pimco's Mohamed El-Erian clashed with co-founder Bill Gross before announcing last month that he's leaving the firm, the Wall Street Journal reported.

Henderson Group Plc, a U.K. money manager, posted 2.7 billion pounds ($4.5 billion) of net inflows in the fourth quarter as individual clients’ funds pushed the firm to a positive flow for the year.