Portfolio

Morgan Stanley Wealth Management vice chairman Paul Hatch has said publicly that these reps-as-portfolio-manager programs are "a permanent change."

In a continued push to reform regulation for advisors, five independent financial firms have joined the Financial Services Institute.

Hurricane Sandy kicked up total estimated inflows to long-term mutual funds to $5.45 billion for the week ended Wednesday, October 24, according to the Investment Company Institute.

Forget about fake scares: Advisor spends Halloween holed up at "secret" church to recharge laptop and reach out to clients.

The registered investment advisor is becoming a portfolio manager, more than an advisor.

In real estate, the three keys are location, location and location. But in the case of Charles Schwab's latest ETF Investor Snapshot, the keys are real estate and more real estate.

The high-tech clients of financial advisor Laura Pedroncelli, of First Tech Federal Credit Union in Sonoma, Calif., are focused on their careers and willing to outsource their investments-and as a group, they're not very tolerant of risk.

Advisors have to walk a tightrope when retired clients show signs of dementia. How do you follow your clients' wishes and also do what's best for them when those two things begin to diverge?

As America grows older, advisors shift practices from accumulating wealth to generating income.

Credit conditions in China warrant special attention in light of the country's considerable size and systemic importance to the global economy.