Portfolio

Many firm founders are deciding that their legacies don't need to be enshrined in their firms' names.

The American College has redesigned its Chartered Financial Consultant designation coursework to add a focus on real-world client issues like divorce, LGBT families, retirement income and behavioral finance.

What Providers Need to Know About Smart Beta

Marketing Forces Lift New Fund Launches

How Successful Fund Launches Leverage Distribution

We've talked with advisors and industry experts to compile a list of the top books you should be sure to read this summer. The return on your investment will be intangible, but substantial -- enjoy your vacation!

Are you paying too much for long-term care?; Retirement savings makes you healthy and wealthy; Talk to your spouse and stop blaming each other

Hedge fund alpha is going from bad to worse. Why the decline in performance?

Hedge fund alpha is going from bad to worse. Why the decline in performance?

Comprehensive planning is catching on with advisors -- and their clients. But it can be labor intensive, requiring that a practice add more resources and staff.