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Investors today want profits to be achieved with attention to the environment, society, workers, customers and a variety of other stakeholders. Companies that ignore this big picture will be punished in the market.

ETFs in the U.S. reached a $2 trillion dollar milestone in December, demonstrating the product’s surge in popularity. Here are the year's top 10 performing ETFs available to investors.

The Bogart Group was previously with RBC Wealth Management-U.S., managing client assets of more than $600 million.

Credit Suisse Group was ordered to face a $10 billion lawsuit by New York’s attorney general accusing the Swiss bank of fraud in the sales of mortgage-backed securities before the 2008 financial crisis.

Nowhere is the need for sharing greater than in the area of cybersecurity. JPMorgan CEO Jamie Dimon, whose bank in August disclosed that hackers had accessed data on 83 million customers, wrote last spring to shareholders of "intelligence fusion" that the bank uses to share information about threats.

States and local governments boosted debt sales to $43.7 billion so far in December, the highest monthly total in at least a year.

Stocks that have seen an increase in dividends for at least 25 straight years are the best stocks for retirees who want stability and consistency in their investments; Plus, using umbrella insurance to protect retirement assets from future liability lawsuits.

The recently enacted Tax Increase Prevention Act extends the provision that allows certain IRA owners to make tax-free distributions to charity, but the deadline is coming up.

Every advisor's experience is different. On Wall Street's popular Life Stories feature chronicles the experiences of advisors -- from their point of view.

Too many advisors and clients continue to view Social Security as a separate part of their retirement portfolios.

A comparison of 'decision rules' with rebalancing suggests that advisors may not be giving one simple strategy the credit it deserves.

Ultrawealthy clients can be tough customers. One expert suggests a few ways to stay in their good graces.

Try these guidelines for giving shares of appreciable stocks, making major money moves before year-end, and setting up tax maneuvers for 2015.

A big jump in clients’ risk appetite is why the Retirement Advisor Confidence Index climbed 2.3 points in December, reaching a five-month high of 54.

The SPDR Nuveen Barclays Build America Bond ETF proved the best choice during a record-setting year for muni exchange- traded funds. Its 20.6 % gain through Dec. 23 was highest among the 26 muni ETFs tracked by Bloomberg.

Gold advanced as prices near the lowest level in three weeks encouraged purchases. Silver jumped the most in a week and palladium rose to the highest since Dec. 12.

Mutual conversions soared this year as mutual thrift executives sought to raise capital at the behest of investment bankers and others. With many of the biggest mutuals having converted this year, there may be a drop-off in conversions in 2015.

If your client is retiring due to boredom on the job or because it just feels like the right time, they may not be prepared; Plus, clients have two options in claiming lump-sum payments from Social Security.

In-store branches are easier and less expensive to start, but they're also easier to eliminate when banks need to cut costs.

Digital tools are one thing, Dave Grant says -- but he has grave doubts about the future of totally remote financial planning relationships.