Portfolio

Analysis: The advisor's role goes beyond getting clients to save more for retirement.

Advisors play a crucial role in keeping clients accountable to their retirement savings plans, according to experts at the Morningstar conference.

There are actions every advisor can take to ensure that they give their clients the best advice while minimizing errors as much as possible.

Prevent clients from paying more on capital gains for some ETFs. Plus, why clients should know and care about passive foreign investment companies, and planning for the transfer of a business.

Fraud against elderly clients has risen over the last five years and financial advisors have a critical role to play, according to an AICPA survey.

Analysis: Far too much professional courtesy from panelists at Morningstar helped perpetuate the fog around a subject that has crystal clear visibility.

Business development and investment management are the most difficult positions to fill, a new Schwab study found.

Investors are flocking to passive funds, but that doesn't mean advisors should ignore the active strategy--both are still relevant for clients.

Multi-alternatives are a relatively new fund category that can replicate a large variety of strategies without requiring the costly minimums and fees that usually come with alternatives.

"The industry is in a position of undeniable strength. I am confident that you'll be able to win," Schwab EVP Bernie Clark will advisors at the EXPLORE conference.