Portfolio

Energy and financial shares lifted the S&P 500, though the index erased more than half of its gain in the final hour of trading.

It’s tremendously rewarding to help people make smart decisions about their wealth.

Here's how to create a corporate culture that advisers and clients want to be associated with.

Married couples should account for the impact of death on the surviving spouse, and factor in the hefty cost of health care.

The magnate's fallen empire included RCS Capital, the onetime parent of Cetera Financial Group.

OCIE plans to conduct 1,850 probes of RIAs, a 28% jump over its 2016 total, while sharply cutting those aimed at broker-dealers.

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

Once you purchase real estate, you are married to it, says adviser Mike Martin.

Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.

Regulations to keep bad actors out of U.S. financial markets could soon apply to RIAs.