Portfolio

Clients are understandably worried, but smart advisors can calm their nerves. Here’s how.

How can advisors quell nervous clients? Following Friday's market sell-off, Greg Friedman of San Rafael, Calif.-based RIA Private Ocean sent a memo to his clients.

Laddering is a good fixed-income strategy that will enable clients to earn higher yields and protect them from rate increases; Plus, how retirees can make money in the sharing economy.

The advisors left UBS and Huntington Investment for the Wells Fargo Advisors Financial Network.

The bond market is sending a warning to the Federal Reserve: a false step could leave the U.S. bogged down in a disinflationary quagmire well into the next decade.

It's not just conventional wisdom, upbeat advisors really can do better, research shows.

The three banking giants are reportedly planning to jointly build a data management company.

The advisor, who worked at U.S. Bank, claimed that he was fired in retaliation for complaining about a co-worker who he felt made unsuitable investments for the advisor's 94-year-old client.

Couples need to plan on how they will claim their Social Security retirement benefits if one of them is receiving disability benefits or has a public pension to avoid complications; Plus, what happens to Social Security benefits after a guardian dies.

Ways to cut your client's taxes on Social Security benefits. Plus, guidance for reducing a client's tax burden on highly appreciated land, and avoiding IRS penalties and double taxation when contributing too much to retirement accounts.