Portfolio

Researchers link personality traits to financial outcomes and behaviors, offering insight into how clients think about money.

Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement.

Modern economic growth in the U.S. is dependent on credit creation — which has perpetuated a cycle of suppressed yields and inflated asset prices. While credit creation has been accelerating away from GDP growth for the last 15 years with no signs of stopping, retirement investors are left in the intractable situation of watching the value of their savings erode. What can be done?

Expecting everything to work seamlessly from day one can lead to a rude shock.

FP’s annual list recognizes the accomplishments of an elite cohort of young wirehouse and regional advisors.

Investors are embracing exchange-traded funds in favor of mutual funds

After a period of strong growth, analysts are divided over whether a recent downturn is a warning or opportunity.

Good luck getting in to see an estate planner if you don’t already have one. Cross your fingers if you do.

"Hopefully one day the industry changes and no one is surprised to see me at a top producer event due to my race or gender, or both," writes advisor Sandra Cho.

The U.S. may join Canada and Europe, which have already approved similar products.