Portfolio

Things have changed and will continue to do so; advisors shouldn't be deterred.

The landmark Supreme Court decision means same-sex spouses are now entitled to equal protection under the laws of every state, but it's still vital to plan proactively, writes attorney Matthew T. McClintock.

Advisors can take these steps to evaluate funds to ensure they are operating at the highest standard.

Morningstar is now rating active fund managers against a composite of passive managers, net of fees, every six months.

The U.S. Supreme Court just legalized gay marriage nationwide. If same-sex couples get married, they gain access to hundreds of legal and financial benefits.

A Morgan Stanley exec and other industry experts urge financial planners to embrace this approach to making investments, popular with both millennials and women.

Chicago-based RiverNorth Capital Management is hoping to launch the first closed-end mutual fund focused on the marketplace lending sector.

After some disappointing numbers from the first half of this year, Yellen may have concluded that she needed more time between June and September to be comfortable that the economy had regained sufficient momentum.

Tips for senior clients without children on how to begin planning for retirement; plus, how pre-retiree couples often miss the mark on gaging retirement savings.

Over the past six months, three trends have emerged that make going independent increasingly attractive to these billion-dollar teams.