Portfolio

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.

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