Portfolio

Large banks need to provide better information on these complex securities sold to the wealthy, regulator says.

Unfettered interest in fixed income has persisted, despite the reality that interest rates will rise.

David Tyrie, managing director and head of personal wealth and retirement for Bank of America Merrill Lynch, discusses his 26 years in the securities business.

Sentiment climbs, buoyed by big increases in retirement planning activity and fees.

A dearth of suitable candidates is putting a strain on growing firms - and sharply boosting the price tag for top advisors.

Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don't get him started on home ownership.

Some nontraditional investments can provide valuable diversification in a portfolio. But choose wisely.

The stock market has been more erratic in recent years - but not as much as you might think.

While the planning profession has evolved considerably, there is still work to be done.

For the head of Ameriprise Financial's Personal Advisors Group, the ultimate compliment is to have a client turn to his planner in time of crisis.