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"I'm not right for you," along with other surprising things I tell clients.

There are many more options for advisors who seek gender-equality based investments for clients, says planner Luisamarie Ruiz Carlile.

A gauge of developing-market currencies is near its weakest level this year as the Treasury 10-year yield climbed above 3%.

The Elite Eight may be able to provide immediate diversification across more than one asset class.

It’s largely hedge funds that have been bailing out while equity and bond fund managers have remained on the sidelines.

Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.

Treasury volatility and the latest dollar rally have hurt the sector over the past two weeks.

The active manager plans to launch his new firm in June with former Franklin Templeton colleagues.