Portfolio

When yields on long-term government securities are below nominal growth rates for a prolonged period, trouble may be brewing, according to Citigroup analysts.

You've probably heard it's best to wait until age 70 to file for Social Security benefits, if possible. But do you know when it's advisable to wait even longer?

Raymond James Financial reported strong profits for the first quarter, with growth led by the company’s asset management and private client group divisions.

America's wealthiest investors plan to increase their use of independent financial planners in 2014, according to a new study from Spectrem Group.

The Money Tree Total Planning Suite has been totally rewritten for the cloud. But does it have the flair some planners are looking for?

Citigroup, the U.S. bank that cut unwanted assets 25% last year, should no longer be expected to offer clients unlimited financial services, Chief Executive Officer Michael Corbat said.

Social Security has major long-term issues to solve, but until then it's still a critical source of retirement income for clients.

Fidelity Investments said Ronald P. O'Hanley, the firm's head of asset management since 2010, will leave at the end of February, without giving a reason.

Writing an investment policy statement can increase client satisfaction, investment returns and facilitate an advisor's fiduciary duty.

Dynasty Financial Partners has hired Ronald Sallet as senior vice president of network development, making good on its promise to boost business development in 2014.