Portfolio

Bill Gross said he wouldn't hire Ben S. Bernanke as an advisor. He'd rather read the former Federal Reserve Chairman's blogs and tweets.

LPL's net income dropped 4.6%, as the firm recorded $11 million in regulatory and legal bill for the first quarter.

If clients need to scramble to pay out-of-pocket medical expenses, that's just one red flag they haven't saved enough: Plus, some investors can't wait for higher interest rates.

In the first few days after the 7.9-magnitude earthquake, Fidelity Charitable grants sent $2M to aid victims; Schwab Charitable grants added another $568,000.

An in-person getaway offered substantial benefits to members of an online, geographically diverse mastermind group. The group had a few tips for other advisors.

One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology.

The U.S. Social Security system is stronger than many people realize. Yet there are some long-term funding issues that need to be addressed. Here are some of the ways the feds could fix the system.

By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios.

Leverage technology and emphasize marketing, branding and service to compete with robos, IMCA attendees are told.

Former Federal Reserve Chairman Ben S. Bernanke is joining as a senior advisor, his second consulting agreement with a top money manager in as many weeks.