Portfolio

A renewed federal emphasis on financial literacy education could have an ancillary payoff for the financial planning profession: more new planners.

Clients often walk in the door with an idea about how they’d like to leave their assets. It’s an advisor’s job to help them understand issues they may not have considered.

Job insecurity has focused attention on the need for emergency cash.

The industry veteran, who comes from Merrill Lynch, will be president of the firm's registered broker-dealer, ING Financial Partners.

Aberdeen Says in Talks to Acquire Lloyds’s SWIP Division

Franklin Profit Climbs 3.4% as Global Stock Rally Boosts Assets

Pacific Investment Management Co. doesn’t hold Puerto Rico debt in its tax-free funds, and the company predicts that a lack of improvement in the island’s finances may increase volatility in other municipal securities.

Public pension funds have been moving huge amounts of money into alternative investments managed by Wall Street.

Clients’ desire for principal protection plus profit potential has benchmark-based products booming.

The firm’s advantage over its Wall Street peers is fading in the eyes of credit- derivatives traders as fines and regulator probes hobble profits while firms from Citigroup Inc. to Morgan Stanley rebound.