Portfolio

A run-down of the stories in this issue, which focuses on global strategy and taking advantage of emerging markets.

Plunge in risk tolerance and jump in cash sends index down for 2nd straight month.

Mark Tibergien, CEO of Pershing Advisor Solutions, wants to custody more client assets. Here's what he's offering in return.

Wheaton Wealth Partners reaches out to clients by "mind mapping" their emotional priorities first, then developing a plan and a portfolio.

Advisors can use a focus on payout increases to create handsome total returns for their clients.

The markets have good years and bad years, but the impact on a client's investments depends on the timing.

Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners

With $73 billion in new flows, ETFs offer some clear views of the major market trends.

Most advisors offer their services to the wealthy. The people honored here provide planning help to clients who can least afford it - and need it most.

The housing market may be picking up, but many clients have decided to avoid homeownership entirely.