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Johnson, MBA, CEBS, RHU, CLTC, is president, owner and employee benefit specialist at Employee Benefit Advisors of the Carolinas.

Michael Sonnenfeldt doesn't mince words: "There is no safety in safety," the founder of Tiger 21, a network of "ultra-high-net-worth" investors, said.

Although markets were jolted by The UK’s vote to leave the European Union, one asset manager says it was a good test.

Polly Mosendz is a reporter for Bloomberg.

Top advisers are using these strategies to create well-balanced portfolios.

Hiring is one of the toughest challenges firms face. Are college graduates from four-year programs the answer?

The Social Security trust fund only invests in U.S. Treasuries, which have seen yields fall to historic lows.

Families need reassurance that their money can last, says Michael Bapis of the Bapis Group.

The leading IBD cut a top consulting division that catered to its largest firms and set up potential conflict between groups of advisers: those in and out of OSJs.

Like their clients, brokers too need to watch how they react to markets.