Portfolio

Chief Executive Bill Harris says data alone is not enough for financial advice.

Less than 4% of planners are younger than 30. Here’s how newbies to the business can thrive.

Once clients retire, they should move from offense to defense in order to protect their hard-earned cash; Plus, retirees with a moderate risk tolerance can use a three-bucket approach.

The asset management industry was clearly impacted by massive waves of selling last month, though it is slowly recovering.

The problems plaguing Petrobas are also dragging down Pimco, Fidelity and Capital Group -- the three biggest holders of its bonds.

When clients have assets in several states, the legal and tax pitfalls in estate planning multiply, says attorney Allen Falke.

Clients, however, have been unnerved by the market's recent ups and downs.

Financial support should be limited to necessary expenses and all involved should agree on how long the child will stay; Plus, how retirement plans are being nickel and dimed by fees.

It may seem counter intuitive, but offering some free services may actually help advisors grow their businesses.

Commentary: SigFig's data compiled after the August correction shows that 27% more investors panicked that week than they did in October 2014.