Portfolio

The index reverses its fall, led by shifts in client behavior and market performance.

Commonwealth Financial Network already stands out for its revenue mix. Now it has a new model for RIAs.

Advisors say their own family experiences offer lessons for clients. And sometimes the reverse is true, as well.

A passion for indexing has helped Mark Hebner build Index Fund Advisors into a $1.8 billion financial planning firm.

When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top?

Use these concepts to frame conversations with your clients.

Amid ownership shifts, Hennessy Focus is still looking for a few (very few) reasonably priced stocks that it can hold for years.

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.