Portfolio

Experts disagree about whether the economy is in an inflationary cycle, but advisors can offer clients ways to brace for it.

Some Americans are giving up their passports to save on taxes.

To help protect assets and reduce taxes, consider family limited partnerships and family limited liability companies.

FP's Pro Bono Planners of the Year Awards celebrate the idea that planning is worth sharing.

Avoiding the debt and banking crisis in Europe and a slowdown in growth in emerging markets, mutual fund investors did better by focusing on the U.S.

Financial Planning and the Foundation for Financial Planning recognize life-changing volunteerism with the 2nd annual Pro Bono Planners of the Year Awards.

End-of-life issues are never more relevant than when you're actually facing them. Whether it's a client or your own family member, proceed with care.

On July 31, 2012, Gemini Fund Services has promoted Andrew Rogers to chief executive officer and Kevin Wolf to president. The promotions became effective in the second quarter.

Financial professionals who hold a certified financial planner (CFP) certification can expect to generate more revenue and enjoy higher levels of client satisfaction than their counterparts without the designation, a new study has found.

LPL Financial reported second quarter net income of $39.5 million, down $6 million compared to $45.5 million in the same quarter of 2011. Net revenues for the second quarter of 2012 increased 1.5% to $907 million, from $894.0 million in the prior year period.