Portfolio

The deal will help Gratus Capital Management 'turbo charge' growth, says Focus cofounder Rajini Kodialam.

As investors flee Pimco's Total Return Fund, advisors may be exploring options for clients' fixed income allocations. Here are four intermediate-term bond funds with a gold rating from Morningstar.

Lawyers who regularly represent disgruntled clients who make allegations against financial advisors offer reassurance to the vast majority in the industry. Keep the big picture in mind and recognize that only a tiny fraction of financial advisors get sued, they say.

An advisor team with $400 million in client assets has left Wells Fargo to go independent with the help of Dynasty Financial Partners.

One Morgan Stanley CFP uses her bankruptcy to build bridges to her clients and hone her practice.

The list includes 20 CFPs with bankruptcies dating back to March 2009; none are subject to disciplinary action.

The pullback from repurchase agreements: How new regulations are reshaping bank funding and financial markets, and impacting money market funds, which investors use as cash-equivalent investments.

American banks are loading up on U.S. government debt, a sign they remain cautious on the economy even with the jobless rate at a six-year low and corporations at their healthiest in a generation.

The ignorance factor with 401(k)s; Alternatives to conventional housing in retirement; How bartering can make your retirement better

Muni managers and analysts say the absence of retail participation in the muni market has been palpable and that the net negative supply, historical low municipal to Treasury ratios, narrow spreads, and headline risk are contributing to the pull back.