Portfolio

None of the FP50 are close to equalizing their ranks of men and women.

“He became very unreasonable.” It soon backfired when adviser Michael Martin bowed to pressure from a client to take on his father-in-law.

Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.

Implementation of fiduciary rule could drive more IBDs to seek safe harbor with large partners.

The group says it wanted to offer clients greater transparency.

The firm has collected more than $1.1 million in arbitration cases so far this year.

Clients should not underestimate the impact of taxes on their income after they retire, as their tax liability could reduce substantially their net earnings.

For clients who crave consistency and aren’t trying to blow the doors off, these funds are worth a look.

More than half of active equity products have beaten their benchmark indexes in the first quarter, JPMorgan Chase data show.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.