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Clients are becoming less cautious about upping allocations to developed international and emerging market stocks, planners report.

Competing in his first triathlon helped John Pierce discover the direction he needed to succeed in wealth management.

Three advisers joined the firm's Advisor Select channel, where they are employees but can make additional business-decisions for their practice.

Leveraged strategies may include selling volatility or dabbling in derivatives tied to interest rates or corporate credit.

Leon is a partner in Michael Best & Friedrich LLP's Employee Benefits Group. Plan sponsors, plan administrators, plan fiduciaries and third-party record keepers seek his counsel on designing, establishing and maintaining qualified retirement plans, including ESOPs, 401(k), 403(b), 457(b) and defined benefit plans. He is also well-versed in negotiating recordkeeping agreements, ERISA 3(21) and 3(38) investment advisor/manager agreements, and the benefit aspects of large corporate transactions.

Byrnes is a partner in Michael Best & Friedrich LLP's Employee Benefits Group practicing exclusively in employee benefits and executive compensation law. She primarily represents employers—large and small, public and private, for-profit and tax-exempt—in developing, maintaining (and sometimes terminating) their benefits and compensation programs and policies.

With about $68 billion in assets in funds tracking it, the real estate industry has more money invested in it than any of the other main industry classifications.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.

Preferred stocks are good candidates for retirees' investment portfolio as they can provide more income than corporate bonds.