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New flavors in a portfolio can help juice returns, but beware of the risks.

One recommendation takes aim at the home loan tax deduction — in some cases.

Analysts and industry insiders are divided as to what impact the wirehouse's revamped plan may have on rival firms and breakaway advisers.

These strategies can help U.S. citizens living abroad cut their payment to the IRS. Plus, estate and gift issues for married couples from different sides of international borders and the downsides to whole life insurance.

As clients get into their fifties, they need to start looking at where they are and start ramping up their retirement and investing planning.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

Advisers may want to point out to clients that protection against exchange rate fluctuations can have major consequences.

Hiring young planners is one thing but keeping them happy is another.

A recent agency memorandum cited several legal cases to back up its opinion.

The regulator says that it issued a notice in 2009 to broker-dealers regarding the risks and complexities of nontraditional ETFs. FINRA says Oppenheimer failed to implement these policies.

Investors poured an estimated $144 million into the Janus Global Unconstrained Bond Fund in May.

The new hire will oversee manager research, the selection process and monitoring activities for the firm's Wealth Management Investments Group in New York.

The brokerage firm also added new members to its asset management team.

Better engagement and smart analytics can "lift revenues significantly," according to the Global Wealth Report.

Just one is easier for advisers, but there are good reasons to have two. Here’s how to help clients decide.

Advisers who ask clients about the history of real estate holdings can save headaches – and potentially millions.

The regulator cited security oversights that led to the theft of thousands of customer accounts.

The nontraded REIT industry moved to introduce a new share class following tighter regulations.

William Heinzerling, who has led Stifel’s fixed-income business since 2009, is leaving the firm, according to people with knowledge of the matter.