Portfolio

Heavy fluctuations in stocks have increased in recent years. Here's one solution for advisors and their clients.

Plenty of functionality is missing from this debut product. But for the advisor on the move, there’s plenty to like as well.

No matter how clean your paperwork is, a regulatory audit can still be nerve-racking. Here's how ours felt.

"Some of the volunteer work that I was doing early on just kept growing on me and I found that I love being able to create change," says Russell Goldstein.

Industry trade groups argue that a fiduciary rule would make investment advice and retirement planning too expensive for low- to middle-income families. Here's what they really mean, according to Bloomberg View columnist Paula Dwyer.

Each advisor needs a compelling tale to attract new business. Here's how to craft a strong message focused on the ways you best help your clients.

Retirement savers may consider rolling over their 401(k) assets to an IRA if they want to consolidate their retirement accounts and have an easier time managing their savings; Plus, the hidden threat to retirement.

As policy payouts soar to record levels, LTC industry professionals worry that advisors are falling short -- and offer up a few facts, forecasts and trends they think advisors should pay attention to.

Advisors have been turning to securities overseas to develop tactical opportunities for their clients.

As their interest income dwindles, banks are looking to bulk up their wealth management businesses in a bid to boost their fee-based revenue.