Portfolio

In seven years, Focus Financial has grown to $65 billion in AUM from $3 billion. CEO Rudy Adolf shares the company’s growth strategy.

Such annuities typically mean “watered-down guarantees” and there’s not a lot of demand for that, a panel of speakers said at LIMRA’s 2013 annual conference on Monday.

Treasuries Losing Cachet With Weakest Foreign Demand Since 2001

ETFs Churning Most Cash Ever as $47 Billion Flows to Market

'Keep the Castle From Being Stormed'

Nobel Prize-Winning Takeaways for Mutual Funds, ETFs

MLPs offer high yields plus tax advantages, but advisors need to drill down to deliver those tax breaks without the headaches.

The CFP Board “cannot justifiably act as both a regulator for continuing education providers and as a CE provider themselves,” FPA president Michael Branham said to a burst of applause Sunday at the general session of the association’s annual conference.

Money has been flowing in and out of financial markets more rapidly than ever before this year, a bullish signal as the threat of a U.S. government default fades.