Portfolio

Are you still using elevator pitches to promote your firm? Marketing tactics have moved on, and so should you.

The fresh equity records also came as American companies ended a five-quarter profit slump.

Retirees may want to look for other income sources, such as renting out a room in their home, taking a reverse mortgage or going back to work.

The Financial Select Sector SPDR ETF's $4.9 billion of inflows, the most it has amassed over one week in last three years, is one sign of "Trump-inspired bullishness," an analyst says.

The team leader is an industry veteran who spent 23 years at Wells Fargo and its predecessor A.G. Edwards.

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

Never make a major decision after a funeral, the financial advice goes, because grief can warp judgment. And much of the country might as well be wearing black.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

Stocks added to gains that pushed four major equity benchmarks to simultaneous records for the first time since 1999.