Portfolio

Advisor Laura Tarbox doesn't target women, although she finds them anyway. What she does require: A $5 million minimum.

Clients tend to focus on the best investments they didn't invest in last year. Here's how to break them of the habit.

Here's how one firm used this technique to build a $325 million practice in five years.

Wealthy families' tangled needs can create a mess of inconsistencies and other problems.

Kathleen Gaffney got her own fund, Eaton Vance Bond, at a most challenging time - just as interest rates started to rise.

Frustrated by clients who love to armchair quarterback? We've got the results of chasing a 'perfect' portfolio.

As advisors and investors look for more income, a slew of new high-yield products have come on the market.

The academic community is struggling to mint new financial planners as fast as the industry gobbles them up.

As firms grow, metrics become increasingly important in gauging performance. But some things don't show up in the numbers.

Planners need to help clients express their wishes about end-of-life decisions before it's too late.