Portfolio

The reverse mortgage industry is optimistic after recent reforms to the Home Equity Conversion Mortgage by the FHA and newfound respect from financial planners.

M&A deals in the fee-based RIA space to hit about 250 this year and double by 2019, Tiburon predicts.

A study of liquid alt funds finds that most of them do not significantly reduce portfolios’ volatility.

Marcato Capital has sold more than 1.6M shares so far in January, according to an SEC filing.

Clients need to craft a plan to withdraw their savings and, if necessary, reassess their retirement goals; Plus, what if clients are offered a lump sum at work?

Knowing which winning investments have less of a tax bite. Plus, the tax savings that comes with being a contrarian, and a look at when bonds don’t add up for estate planning.

The energy industry lost its power in 2015. The price of oil plummeted, which, while nice as the gas pump, cost investors millions.

The energy industry lost its power in 2015. The price of oil plummeted, which, while nice at the gas pump, cost investors millions.

In the midst of global turmoil, these funds have turned in the best performances over three years.

Merrill Lynch and Morgan Stanley are selling private shares of the car-booking technology company to HNW clients, according to a person familiar with the offer.