Portfolio

The pair, who managed more than $146 million in client assets, joined Raymond James with a practice named Stonegate Financial.

FINRA has identified the suitability of the bonds of distressed municipalities for investors, as well as municipal advisor activity, as areas it will focus on in 2014.

Younger millennials carry half the debt of their older peers.

Treasury 10-year yields fell from the highest level in more than two years as investors speculated whether the U.S. economy will improve enough for the Federal Reserve to end bond purchases in 2014.

Most working-age people in the U.S. and worldwide who expect an inheritance think it will fund all or part of their retirement.

Optimize Capital Markets has created a portal to automate capitalization deals of $2 million to $20 million. But along the way, it has found investors are not willing to part with their money in a completely automated way.

After a blog post suggested tweaks to modern portfolio theory, advisors and other professionals voiced moderated support for the investing philosophy.

Clients are wary of working with young advisors. Here's how to win them over.

Fixed income funds dominate the space, but equity and futures funds may pick up speed soon.

One planner gained expertise handling her own family's needs - then offered that knowledge to other advisors.