Portfolio

Writing call options is a time-consuming tactic, but may deliver respectable returns in a sideways stock market.

More than many small-cap growth funds, Wasatch Core Growth favors steady rather than spectacular earnings growth.

Be sure prospects and clients understand the difference.

It's a reminder that advisors need to ensure their clients don't venture into the muddy waters of the prohibited-transaction rules.

Our annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights.

The pursuit of double-digit returns means taking greater risks. Some ETF investors are making the move.

For a client whose mortgage is underwater, is a short sale still the best option?

In light of looming changes in industry regulations and advances in current technology, advisors need to act now when it comes to making data and document management electronic, Timothy Welsh of Nexus Strategy, said at FPA Experience in San Antonio on Sunday.

Stanzak, the principal and owner of Financial Empowerment, in Bloomington, Minn., will begin her term on Jan. 1, 2014, when she succeeds Michael Branham, FPA's 2013 president.

The Board of Trustees of the Northern Multi-Manager Funds last month approved the termination of Marsico Capital Management as a sub-adviser to the Multi-Manager Large Cap Fund (NMMLX, effective Sept. 12, and the appointment of WestEnd Advisors to sub-advise a portion of the Large Cap Fund, effective Sept. 24.