Few new investment concepts have become popular faster than exchange-traded funds managed portfolios--but are the performance expectations for ETFs too high?

Millennials are more interested in long-term care than you might think--perhaps because they've seen the results of the failure to plan in previous generations.

Upcoming state-based initiatives will require most employers to offer workers retirement plan access. Here's what your small-business clients need to start looking at.

Until recently, advisors rarely heard about problems with trading ETFs in volatile markets. Then came the chaos of the stock markets open in August.

Financial advisors, you can better help clients by tailoring personal reviews to each client's needs--and here are 6 ways.

When conducting life insurance policy reviews, here are the seven key goals you should cover.

Learn about Title III of the JOBS Act and how it works with the equity crowdfunding concept.

For retirement needs analysis, the Consumer Price Index isn't enough.