Portfolio

Bloomberg -- Warren Buffett’s Berkshire Hathaway Inc. is poised to get more than $2 billion in Goldman Sachs Group Inc. stock through warrants acquired during the depths of the 2008 financial crisis.

As September draws to a close, we’ve rounded up the most popular stories of the month. Don’t miss the top five.

Two planners who are suing the CFP Board amended their complaint to seek unspecified damages in addition to earlier claims seeking an admission of fault from the board as well as the quashing of a public sanction for calling their practice fee-only.

Bloomberg -- Sovereign wealth funds, which control about $6 trillion of wealth globally, are boosting investments in alternative assets like real estate and private equity to boost returns, a survey by Invesco Ltd. found.

Few firms have provided staff members with formalized career paths. This disconnect creates significant untapped potential for firms to better harness their human capital -- by actively engaging their teams for growth and greatness.

David Rainey likes to take the long view. He's held more or less the same job since 1998, even though the firms and managements around him have changed.

If the health insurance exchanges succeed in making coverage more affordable, planners say they expect some clients who are separated to opt for divorce.

Executives at mutual fund companies, asset management companies and support providers rated client reporting-which included any reporting that is created for the purpose of distribution to clients-as their top challenge followed closely by risk management in Money Management Executive's third annual Operations Survey.

For the last several years the investment management industry has seen a seismic shift towards outsourcing middle and back-office activities. This shift and the development of a successful outsourcing model has come with some degree of skepticism.

Retirement income planning has become a significant or core part of business for nearly three quarters (73 percent) of financial advisors, but these same advisors may be flying blind when it comes to assessing whether clients are on track to achieve sustainable retirement income.