Portfolio

How are you preparing clients for the cost of possibly living into their 80s, 90s or 100s?

Advisors should be leery of the fads in mutual fund strategies, warns a top Morningstar analyst.

The IRS has issued final regulations for the shared responsibility payment for not maintaining minimum essential coverage under the Affordable Care Act, also known as the individual mandate.

The goal of your website is to gather contact information so that you can reach out to prospects. You can do this using a three-step process.

The Securities and Exchange Commission today announced that three whistleblowers have been awarded a combined total of $25,000 for tips they provided to help the SEC and Justice Department to thwart a sham hedge fund.

In addition to allowing one advisor time to contemplate bigger picture ideas, a two-week vacation served as a refreshing reminder that the world doesn't stop when we turn off our phones.

Huntington announced today that Gregory A. Smith was named president of Cincinnati-based Haberer Registered Investment Advisor, a wholly-owned subsidiary of the Huntington National Bank. Smith will report to Steven Short, executive vice president and director of Huntington Wealth Advisors.

Bloomberg -- Brokers face restrictions on using clients’ assets as collateral for other trades, as part of a push by global regulators to prevent the securities lending market from sparking chain reactions that could cause a crisis.

Kumpulan Wang Persaraan (Diperbadankan), Malaysia’s second-biggest pension fund, is looking at real estate assets in Australia and the U.K. as it seeks to increase its investments overseas.

Morningstar announced yesterday that Vickie Tillman has been hired as president of Morningstar Credit Ratings, LLC and is scheduled to begin on Sept. 3.