Portfolio

Blackstone Group LP, the largest manager of alternative assets such as private equity and real estate, doubled first-quarter earnings as assets swelled past $300 billion for the first time.

The rollup's focus on "financial life management" and strong technology offering played roles in the deal, says United Capital Senior VP Matt Brinker.

Does the SEC's proposed budget reveal where the agency will be looking in the coming two years?

The giant IBD's lingering compliance issues should be "all done in 2015," says chairman and CEO Mark Casady.

With the following funds up more than 25% in three months, clients may be eager to get in. But advisors won't be so easily swayed.

While some retirees work even after they are financially secure, a full 46% would have retired four years early if they could have afforded it; Plus, cookie cutter solutions won't do.

The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age.

Bond ETFs have attracted $35.7 billion this year worldwide, on track to exceed the record $84.9 billion placed last year.

U.S. asset-management executives met with international regulators to make the case that their firms don’t pose a risk to global financial stability.

The giant IBD is focused on recruiting more than acquisitions, says new president Dan Arnold.