Portfolio

Municipal bonds remain attractive even after their divergence from Treasuries this past week, industry watchers say, suggesting the recent signs of strength in the market may carry into the new year.

Rising Treasury yields and the biggest equity market rally in 16 years are leading one measure of stock valuations to the most bearish level since 2011.

A new PriceMetrix study outlines critical factors for keeping clients connected.

Want to be a divorce financial planner? Here are the top tips to help you be successful.

If you asked your clients to describe you and your practice in two sentences, would you like what they have to say? Would they even be able to describe you or your practice in two sentences?

These fast-growing firms are pushing boundaries and setting a new pace. See who topped the charts on Financial Planning's third annual list of RIA leaders.

The SEC is putting advisors on notice that its examiners will cast a wide net in their reviews of investment advisors over the coming year.

The CFP Board announced this week that it's shortening its CFP certification exam and transitioning to a computer-based testing platform.

Month after month, JPMorgan Chase endures negative headlines — this week came the announcement that the bank is paying $2.6 billion to settle allegations related to Bernard Madoff's Ponzi scheme — yet investment analysts remain bullish on its stock.

New York Attorney General Eric Schneiderman said the probe that led to his settlement with BlackRock Inc. over analyst surveys is looking at brokerage firms and individuals who provided nonpublic information that could have been used to trade.