Portfolio

Program to focus on marketplace risks, 2014 SEC enforcement priorities and other topics.

Rules, as they say, are made to be broken. Yet as financial planning has grown as a profession, collective thinking has coalesced around a few solid pieces of advice. A panel at the Morningstar Investment Conference on Friday set out to debunk some of those rules and establish new guidelines. Here are a few of the biggest myths they tackled.

Puerto Rico came under increased pressure to issue bonds in coming months to prove it can still access capital, as Moody's Investors Service put $52 billion of the island's debt under review for a downgrade to junk status.

These income-generating equities tend to behave differently from other stocks. They may deserve a portfolio allocation of their own.

Schade replaces the San Francisco firm's co-founder and chief executive, Brodie Cobb, who suffered serious injuries in a bicycle accident last year.

Almost half of the advisors in a new FPA study say they don't have a retirement plan; even more fail on business and succession plans.

The enhanced site allows advisors to alter certain components of their profiles at will -- though not their disciplinary history.

Here's how to help clients maximize both the charitable and tax benefits of any donation.

Investment advisors will play a critical role in helping the nearly 80 million baby boomers and future generations develop a sustainable plan for retirement, a pair of senators said on Wednesday.

Expansion-minded Savant Capital Management has bolstered its presence in the vibrant Chicago metropolitan market, acquiring Paragon Advisors, a $150 million firm in Naperville, Ill.