Portfolio

Without viable succession plans, wealth managers are at risk of slowly drifting off into oblivion -- willing partners in their own firms' demise. It's negligent behavior, and anything but benign.

Mutual and exchange-traded funds are well-positioned for rising interest rates because most of their fixed income holdings are in short-term government bonds, according to Morningstar Inc.

Firm's partners say they wanted 'control of our destiny -- we wanted to own our own equity.'

Gold held losses after a two-day drop on expectations that the Federal Reserve will continue to taper stimulus in the U.S. and as holdings in the largest exchange-traded fund shrank by the most in two months.

ETFs and mutual funds are well-positioned for rising interest rates because they have most of their fixed income holdings in short-term government bonds, according to Morningstar Inc.

Make no mistake: Bringing on new talent is a high-risk endeavor. Be sure you get it right.

Social Security is a numbers game, with age being the key to many of the decisions. Here's a convenient reference list of the pertinent ages and what they mean for your clients.

This year's accolades fall to 100 Honorees that have been nominated by their firms and then selected from this broader field by our editors.

While traditional active management is likely to continue to be "the core" of asset management, passive and alternative strategies are on track for faster growth, according to PwC's new report.

Over the past few years, one of the fastest-growing segments of the registered mutual fund industry has been in the alternatives space, with "alternatives" being something of a catch-all term for funds focusing on non-traditional asset classes or strategies that had previously been the domain of institutional investors and hedge funds. The number of these funds has skyrocketed, driven in large part by strong demand from retail investors and advisors for investment strategies that offer less correlation to the broad equity and bond markets.