Portfolio

Data from the February Financial Advisor Confidence Outlook found that President Donald Trump's policies are making advisors rethink portfolio allocations.

Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to face increased competition from other groups.

Dividend strategies can provide steady returns over time with less volatility, but growth-oriented stocks can also be an attractive option.

A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.

Also this week, LPL pulls a big team from Raymond James, Merrill from Morgan Stanley and Dynasty from CIBC.

To some market-watchers, that undercuts the spirit of what private equity investments are supposed to provide.

As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect their assets.

Fidelity Investments is launching new ETF model portfolios to compete in the growing multi-trillion dollar asset management industry.

The surging popularity of the alternative asset class could curtail its seemingly endless runway.

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.