Portfolio

5 career checkpoints on the road to retirement; 3 Social Security myths you shouldn't believe; Why I won't own bond funds in my retirement portfolio

A Wells Fargo advisor team that managed $200 million in assets has left to join Steward Partners, an independent firm founded a year ago by former wirehouse managers.

Do the instruments make sense in an low-rate environment? And if so, should you build them in-house? Get tips from fixed-income experts.

Planners are often required to use encryption, which can be a powerful tool to protect private information. But advisors have to understand the basics and how to get their clients - and staff - on the same page.

Stressing the importance of realistic risk tolerance and the inevitability of encountering volatile markets is critical.

Caleb Brown and Michael Kitces, founders of New Planner Recruiting, have launched of a new website that focuses exclusively on job opportunities with independent financial planning firms.

New York regulator Benjamin Lawsky may use the cybersecurity rules he's proposed for virtual-currency companies as a model for traditional banks. That would subject the financial institutions his agency supervises to the most stringent data-security rules anywhere.

Pension funds consider reducing hedge fund investments; Divorce after 50 complicates retirement planning; Easing into your retirement role

Advisors spend plenty of time focusing on their clients' long-term plans, but what about the future of their firms? Here are five strategies, common among top firms, that advisors can institute to expand their practices.

How do the services you offer compare to what clients of advisors across the industry are receiving? A new study of 4,000 advisors by Cerulli Associates tracks the planning services clients receive across all advisor channels.