Portfolio

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.

The changes to the Home Equity Conversion Mortgage program introduce credit underwriting criteria to the product for the first time, which until now only had been using actuarial standards in the decision making process, a reverse mortgage specialist said.

If a storm similar to Hurricane Sandy makes landfall, how many homeowners would default on their mortgage?

Pimco Hires Schroders’s Maisonneuve to Lead Equity Expansion

Emerging-Market ETF Falls After Fed as Brazil’s OGX Tumbles 26%

Money-Fund Managers Urge SEC to Alter Definition of Retail Funds

U.S. Stocks Little Changed on Fed Stimulus Speculation, Earnings

Treasuries Drop With Gold on Fed Bets as U.S. Stocks Fluctuate