Portfolio

AUM drops 31% as more top brass depart, with parent SunTrust filling executive ranks with veterans of the bank.

Investors are piling into emerging- market exchange-traded funds at the fastest pace in seven months as they dump technology companies in favor of cheaper stocks.

Advisors can help clients navigate the actuarial calculation of matching a savings and withdrawal plan with a projected life expectancy.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Distressed-bank rollups were all the rage among private-equity and hedge fund investors in the early days of the financial crisis. The results have been decidedly mixed, as the following examples illustrate.

In 2013, fees and commissions from annuity sales produced $3.43 billion in revenue, up 9% from 2012, according to the Michael White Bank Annuity Fee Income Report.

Despite an uptick in savings rates, baby boomers are feeling more worried about their prospects for retiring securely, with a quarter of those polled saying they've postponed their retirement plans in the past year, a new study shows.

The rapidly emerging online distribution channel is attracting serious venture capital, while "do-it-yourself" firms with combined delivery mechanisms will be a "smart bet" going forward. See the list.

For advisors to the wealthiest families, a new report suggests that it's not what you do that matters -- it's how you do it.

With gold performance often hit or miss, fund managers who focus on this commodity face challenges marketing through the ups and downs.