Portfolio

Values-based investing has gained traction in the fund industry. One fund provider brings a faith-based layer to that approach, and has found market and peer success doing so.

With supply at multi-decade lows, investors are signaling alarm as regulations intended to shore up banks and prevent a run on money-market funds exacerbate the T-bill shortfall.

Impressed by LPL's size and scale, Faubourg Private Wealth Advisors also liked the idea of working with super-OSJ Level Four for additional flexibility, the firms' investment models and multi-custodian platform.

An increasing number of emerging markets players are paying dividends -- and seeing higher average returns than non-payers.

Gen X has more money than the younger millennial cohort -- but it has the same cultural disconnect with advisors. Advisors should start worrying.

State securities officials are drafting a model rule that would provide advisors cover if they delayed a transaction when they suspected the client was the victim of exploitation.

It doesn't have to be long, but your annual business plan should be on paper. Here's why advisors should write out their plan each year -- and what they should include.

It's critical for advisors to educate clients about potential scams and if possible, put themselves between seniors and possible fraudsters.

Clients who are considering taking student loans should compare the interest rates with their investment returns before making a decision; Plus, how Americans are missing out on $24 billion a year.

All types of care -- in-home care, adult day care, and facilities-based care -- are getting more expensive. But not all costs are rising at the same rate. See the latest data.