Portfolio

We've reshuffled the deck of our top program managers to show the teams with the biggest production increases.

If you want to increase referrals in the long run, don’t always act in your own best interest in the short term, columnist Jonathan Clements says.

The Federal Reserve held interest rates near zero last week, though 13 of 17 policy makers still expect a rise this year. That forecast faces a major threat: The concerns that persuaded officials to delay action are just as likely to escalate over the next three months as to die down.

The PowerShares Dynamic Pharmaceuticals Portfolio is up 420% over the past 10 years.

CAPTRUST Financial Advisors has merged with Parker Carlson & Johnson Investment Management; Meanwhile, Independent Financial Partners announced its acquisition of Private Wealth Alliance.

Eleven things you and your clients will want to start thinking about for next tax season.

Clients who own funds that invest in master limited partnerships need to know how tax records impact performance over time. Plus, muni bonds' find renewed popularity with clients.

Retirees cannot expect bigger Social Security benefits next year as cost-of-living adjustments are unlikely to increase; Plus, the best target-date funds for retirement savers.

Focus Financial facilitates a three-way marriage of family office veterans who plan a bicoastal growth strategy.

Use laser precision in your specialties, and network more than ever to crack into a tight-knit community.