Portfolio

The fact that clients don’t always divulge all their personal financial information to their financial advisors comes as no surprise. The questions that need to be answered, however, are: how many clients, what is being withheld and why are they so secretive?

Small business owners are feeling more confident even as the economy struggles to return to a more robust level of growth.

RIAs have a new top cop in Washington.

Treasury 10-year note yields approached the highest level in two years before the Federal Reserve releases minutes of its July meeting that may contain signals on when policy makers plan to curtail monetary stimulus.

Approval has been given by the Board of Directors of Fairholme Funds to reopen The Fairholme Fund (FAIRX) to new investors.

When are you most efficient in the day? Figure it out -- and then organize your daily time management strategy with your own circadian rhythms in mind.

"This may sound sacrilegious for a planner, but I’ll admit it: I’m not a big fan of investment management," says solo advisor Dave Grant. Here's why Grant decided to use a TAMP instead.

For traditional Super OSJs to survive and prosper over the long term, they must begin to provide a more dynamic set of services to independent advisors – who increasingly are facing greater practice management, asset management and technology complexities.

American investors say they are looking for holistic financial advice from advisors with a financial planning certification, according to a survey by the CFP Board of Standards.

Bloomberg -- Con artists are taking advantage of the legalization of medical marijuana to lure investors into buying stock in weed-related companies, regulators said.