Portfolio

Esther Stearns is working with financial software maker Guide Financial in its quest to "carry the NestWise torch."

The fourth generation of the Villere family shows that relatives can indeed get along - and achieve top performance.

ETFs are still gaining market share, but of course they aren't all having a stellar year so far. Here are the five best- and worst-performing ETFs so far this year based on data from Morningstar.

Branches are vital to attracting new customers and cross-selling to existing ones, but they're also expensive. Some banks continue to add branches, but most institutions are focused on pruning their networks to cut costs.

As four officials begin terms as volunteer chairmen of CFP Board councils, a former panel chairman highlights the challenges they may face.

Here's what advisors can do when a client resists selling a stock that's grossly overweighted in his or her portfolio.

Fewer retirees are expected to receive spousal or survivor benefits from Social Security and private employer-sponsored pension plans in the future, increasing their economic vulnerability, according to a new government report.

U.S. stocks swung between gains and losses, after the Standard & Poor’s 500 Index closed near a record, investors awaited testimony from the Federal Reserve’s Janet Yellen and tension increased in Ukraine.

'There will be absolutely no pressure to sell any of our products,' says RCS chairman Nicholas Schorsch, who built a fortune on nontraded REITs but has recently been acquiring several big independent B-Ds.

A survey of 500 mass affluent investors by an industry association finds -- conveniently -- high awareness and use of nontraded REITs.