Portfolio

Long-term municipal bond volume rose modestly for the month of December, closing the door gently on a year that saw record low interest rates spur an upsurge in refundings.

Two questions lie at the heart of the rapidly evolving registered investment advisory space: Which of the country's 15,016 RIA firms can legitimately call themselves independent? And what, precisely, does independence mean anyway? Here are Financial Planning's top 50 fee-only RIA firms for 2012.

This increase indicates that “investors are successfully using 529 plans for their intended purpose of qualified higher education expenses,” according to the Financial Research Corp.

With an increasingly globalized community of investors, the United Nations Federal Credit Union is living up to its mandate of doing good in significant ways.

Annuities are a form of insurance and insurance companies are good at pricing risk. Here's how to tell if they are right for your clients.

From bank tellers to senior management and bank owners, Fremont Bank's Susan Lyle and Adam Nieto make the elusive idea of cross-selling a reality.

In less than 20 years, exchange-traded products have amassed more than $1.3 trillion and more than a few complications—here is what you need to know.

A new online tool launched by Bank of America's Merrill Edge program is designed to motivate investors to change their financial behavior.

Don't raise the sails just yet. But as 2013 brightens, many financial pundits foresee potentially bluer skies for investors and advisors alike.

On Wall Street profiles the most influential personalities in the advisory industry this year.