Portfolio

Determining the “right” allocation to international equities for clients' portfolios isn’t easy and depends on who you ask.

At an advisor summit, the industry group urges members to reach out individually to lawmakers to fight regulatory plans.

Advisors have trusted the "Bond King" for years, but with Bill Gross's abrupt departure from PIMCO, the firm he founded 43 years ago, the playing field has changed. Here's what you need to know before the dust settles.

Raymond James' annual Women's Symposium, to be held Oct. 8, is due to feature leading women in the financial services industry, including Sallie Krawcheck.

FSI sees the new insurance coverage as an added benefit the group hopes will help it increase membership and amplify its advocacy efforts.

Bill Gross and the risks of 'star power' fund managers; retirement plans for small businesses; the Roth-IRA math for 50-somethings

Rather than fighting off digital competition, RIAs should bet on Betterment's "robo advisor" technology, says industry veteran Steve Lockshin.

Fidelity is urging firms to "tone down" sales aspects of planning jobs when trying to recruit new Gen Y advisors, raising the hackles of at least one fiduciary expert.

New York is the capital of the art world, but brave investors may want to look farther afield for opportunities. Be very careful, advisors say.

Advisors should think carefully about finding the right macroeconomic numbers and statistics to share with clients.