Portfolio

The products are designed to provide some upside potential yet limit investment risk, which has helped boost their popularity.

The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.

A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.

Gender discrimination and sexual harassment still occurs in a profession whose history includes scandals such as Smith Barney's boom-boom room.

The funds paid for multiple vehicles, bedroom furniture and debts at casinos, prosecutors say.

The cheapest 20% attracted nearly $1 trillion in new client cash last year.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

The differences generally come down to investor eligibility and when taxes are paid, but that can have a significant impact.

A 41-year industry veteran says his practice was seeking “a new strategic partner to help us take the next step in our firm’s growth.”

The strategy has been one way asset managers have pared losses after 10-year Treasury yields reached 3%.