Portfolio

Worried about the poor fiscal health of the U.S., FPA Capital doubles down on quality names.

When we're lumped in with all financial professionals, the value we offer is compromised.

Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them.

Many variable annuity issuers made changes to older products or introduced new ones.

New U.K. regulations will force advisors there to make big changes. You should consider following their lead.

Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.

The world of communications in the mutual fund industry is rife with buzzwords and phrases. They come in and out of favor as funds and fund managers seek to gain competitive advantage by repositioning an asset class or investment strategy as "the next big thing."

Sure, investors still feel nervous, companies are hesitating to spend cash, and all attention is on fixed income and bond funds. But Neil Hennessy of Hennessy Funds insists equity mutual funds are the way to go.

Rep. Barney Frank, D-Mass. has introduced a bill that would merge the Securities and Exchange Commission and the Commodity Futures Trading Commission to form the Securities Derivatives Commission.

John Hancock Funds has had a solid 2012, but it's not about to let the good times stop rolling