Portfolio

Emerging-market stocks headed for the steepest weekly drop since June while currencies weakened amid growing concerns that China's economic slowdown and Russia's standoff with the West will spur capital outflows.

Bill Gross, who runs the world’s biggest bond fund at Pacific Investment Management Co., cut holdings of Treasuries and U.S. government debt in February as turmoil in Ukraine fueled haven demand and investors bet the Federal Reserve will conclude bond purchases this year.

IMCA and CAIA are teaming up to fill in a knowledge gap about alternative investments, offering a new online education program that teaches the basics to the uninitiated.

Lifestyle practices get a bad rap. But one of my main goals when starting my RIA was to build a business and a life that met my needs.

The variable annuities sector stabilizes as issuers find a balance between provider risk and client protection.

While the cloud shift and mobile tools continue to dominate, a few newer patterns emerged at this year's T3 conference.

Forging real relationships -- in person and not just online -- builds not only long-term friendships, but business to boot, says one marketing expert.

CFP Board makes new push into academia with plans for a center at its headquarters and an academic journal

The so-called Crummey technique has the IRS concerned, so planners might want to alert HNW clients before the opportunity is reined in.

Many states have updated their trust laws, providing simpler techniques to help trustees deal with the challenges of irrevocable trusts.