Portfolio

These income-generating equities tend to behave differently from other stocks. They may deserve a portfolio allocation of their own.

Schade replaces the San Francisco firm's co-founder and chief executive, Brodie Cobb, who suffered serious injuries in a bicycle accident last year.

Almost half of the advisors in a new FPA study say they don't have a retirement plan; even more fail on business and succession plans.

The enhanced site allows advisors to alter certain components of their profiles at will -- though not their disciplinary history.

Here's how to help clients maximize both the charitable and tax benefits of any donation.

Investment advisors will play a critical role in helping the nearly 80 million baby boomers and future generations develop a sustainable plan for retirement, a pair of senators said on Wednesday.

Expansion-minded Savant Capital Management has bolstered its presence in the vibrant Chicago metropolitan market, acquiring Paragon Advisors, a $150 million firm in Naperville, Ill.

One way to help clients avoid outliving their money is to encourage them to use a portion of their assets to purchase an ordinary, straight-ahead immediate annuity without any bells and whistles.

Looking to expand your team and boost performance? Executive search veterans Kathy Freeman Godfrey and Jeff Warren have a few suggestions.

CFOs gave the strength of the U.S. economy an average score of 53 out of 100 — up from 49 a year ago and the highest recorded rating in the last six years, according to the Bank of America Merrill Lynch 2014 CFO Outlook survey.