Portfolio

Hedge funds and mutual funds that once shunned venture-style deals are flocking to late-stage technology startups, paying 15 to 18 times projected sales for the year ahead in recent private-funding rounds

CFPs cite real estate downturn, outside business failures as triggers for financial troubles.

The standard practice of beta testing in the software industry clashes hard against banking culture, says one PFM software development veteran, where executives fear that a wonky app could mean customer attrition.

The "freemium" model that transformed Rovio from a game developer into a $200 million entertainment company is what firms like FutureAdvisor are relying on to disrupt the traditional fee-driven model of wealth management.

Ted Cruz's wife Heidi is taking an unpaid leave to join the campaign of the Republican presidential candidate.

CEO Jon Stein remembers when nobody listened to his message that automated investing was going to catch on with investors. He's not hurting for money anymore -- and he wants to take your business.

Falling interest rates and the increase in the number of people retiring are two big risks facing the Social Security system; Plus, why 401(k) participants should forgo a higher allocation to their employer stock.

“We were worried [advisors] would be at a competitive disadvantage," says Bernie Clark, Schwab Advisor Services' executive vice president.

When recently polled, U.S. high-net-worth clients gave their advisors a grade of C-.

The perceived threat of asset managers operating as a shadow banking system, thereby needing bank-like regulatory oversight from the Fed, produced the strongest commentary at the ICI forum, as key speakers spoke of pushing back against any attempt to entwine firms into further government oversight.