Portfolio

To make a deal work, "find out what values are most important to both of you," says Sean Montgomery, chief financial officer of The Bridgeway Group, based in Pasadena, Calif.

The key to being quoted accurately - and more often - can be summed up in two words: sound bites. Developing the ability to speak and write in sound bites is essential.

Investors poured $102.8 billion into exchange-traded funds run by BlackRock Inc., the world’s largest asset manager, as they made record use of the fastest-growing product in the money management industry.

The fast-growing, private wealth management firm has partnered with a new team, TC Wealth Management.

Which banks are advisors moving to? Eleven recently switched to Bremer Bank, BNY Mellon, U.S. Bank and Wilmington Trust.

Predictions by several municipal experts forecast a 2015 that runs the gamut from a flattening yield curve to increased issuance on the heels of a surprisingly strong year of performance in 2014.

The low-cost fund giant had the most inflows of any mutual fund firm ever, with $216 billion in new money.

In 2015, much of the industry's growth outlook will depend on how competition fares between the cascade of funds entering the market, currency hedging and smart beta trends, and the momentum new non-transparent ETFs can gain with investors and offerings.

A new book says the looming crisis is the result of lawmakers' inaction as well as people's poor saving behavior and decisions.

In 2015, much of the industry's growth outlook will depend on how competition fares between the cascade of funds entering the market, currency hedging and smart beta trends, and the momentum new non-transparent ETFs can gain with investors and offerings.