Portfolio

In a business update to CFP holders, the board presents research on its Let's Make a Plan campaign, clarifies its fee-only position -- and skips a discussion of recent controversy.

Despite a recent show of political opposition, the Labor Department seems poised to press ahead with a proposal to broaden the definition of fiduciary to cover advisors working in the retirement plan segment, a leading opponent of the measure warns.

The new model has to be able to serve clients "any time, any place and anyhow," said Bernie Clark, the head of Schwab Advisor Services at the financial service giant's annual Impact conference in Washington, D.C.

ICI: Mutual Fund Investors Lack Comfort With Investment Risk

There’s been a steady increase in opportunities for overseas investment and clients’ willingness to include international investments in their portfolios.

The IRS’s ability to detect identity theft has improved, but billions of dollars were lost to criminals in 2011, according to a new report.

Social media marketing is a key component in an effective inbound marketing strategy, but it’s important to capture the right “voice” on your social media sites.

Demand is high for experienced executives across all channels. While advisor migration to independent RIAs remains the dominant trend, large wirehouse and bank players are also very much in the game for talent.

Municipal managers and strategists, still reeling from Detroit's bankruptcy, the surge in Puerto Rico yields, and a mid-year sell-off that was the worst in a quarter century, are getting their portfolios ready for the next expected hurdle as 2014 approaches — another spike in interest rates.

Janet Yellen, vice chair of the Federal Reserve Board and President Obama's pick to run the central bank, will appear before the Senate Banking Committee on Nov. 14.