Portfolio

Traditional immediate annuities are now known as income annuities, and consumers are making sure of substantial future cash flows by paying well in advance.

For most of the past year, the status of a uniform fiduciary standard for brokers and investment advisors might be summarized as, “Don’t hold your breath: the SEC has higher priorities.” But an important event last week may serve as an impetus to move this long-simmering issue forward.

Long-term municipal bond volume continued to trail last year’s pace as issuers sold 31.3% less in November than they did during the same period last year.

Northwest Savings Bank in Warren, Pa., has agreed to acquire a financial advisory firm and an employee benefits and consulting insurance company.

After holdings of U.S. debt surged to a record $1.89 trillion in 2012, lenders from Citigroup to Bank of America and Wells Fargo are culling for the first time in six years and amassing dollars.

A growing number of firms are bringing on COOs & CFOs -- and looking outside the industry for help.

Networking, marketing and educating female clients were popular topics at the Women Advisors Forum in Newport Beach, Calif., on Nov. 14. Here are some of the things we heard from top female advisors and other professionals during the one-day event

Advisors don't often discuss philanthropy with clients. Here's why that's a money-losing mistake.

Assets have nearly doubled for direct-investing platforms, but wirehouses still reign.

Planners may soon have one more investment option to counsel clients about.